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Marathon Petroleum (MPC US)
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137
Analysis
Energy
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United States
Marathon Petroleum Corporation refines, transports, and markets petroleum products. The Company sells its products to resellers and consumers in the mid-west, gulf coast, and southeast United States.
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bearish
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Thematic (Sector/Industry)
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16 Aug 2016 09:31
Tanker Shipping - Recent Quarterly Results and Dividend Cuts Confirm Our Thesis, Not Just Seasonal
Early in the summer, we had downgraded the tanker shipping sector and asked investors to brace for lower earnings and lower asset values and stock...
Drewry Maritime Financial Research
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158 Views
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bullish
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Thematic (Sector/Industry)
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05 Aug 2016 12:19
Building a Rules Based Perpetual Portfolio(Incl Global Investor Q & A)
It is no easy task generating decent relatively low-risk long-term returns portfolio. Over the last decade I have put a lot of thinking into...
Charles De Trenck
197 Views
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bearish
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Thematic (Sector/Industry)
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02 Aug 2016 03:30
Is The Commodities Complex Breaking Down All Over Again?
Oil symbolically broke $40 to the downside US time Monday, though many stocks last week stubbornly refused to read the tea leaves from the physical...
Charles De Trenck
173 Views
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bearish
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Thematic (Sector/Industry)
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11 Jun 2016 10:06
Tanker Shipping - Stocks Going Nowhere?
Underperformance continues as markets look past near-term earnings • The surge in the seaborne crude trade – a result of continued supply glut and...
Drewry Maritime Financial Research
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181 Views
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bullish
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Thematic (Sector/Industry)
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10 Jun 2016 08:16
Gas Shipping - Gaining Traction Amid Recovery in Oil Prices
The rebound in crude oil and gas prices brought some solace to shareholders of gas shipping companies as stocks of LNG and LPG operators started...
Drewry Maritime Financial Research
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164 Views
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