Competing Bids for Anadarko Finally Break the Calm in the Upstream Oil & Gas M&A Market
The unfolding bidding war for Anadarko Petroleum (APC US) is heating up a dormant upstream oil and gas M&A market that had been experiencing a...
531 Views
Oil Majors Results: The Main Take-Aways. We Are Positive on Hess, Valero and Chevron
A number of the largest oil companies in the U.S. and Europe reported results last week including Exxon Mobil (XOM US) , Chevron Corp (CVX US) and...
358 Views
Yield Surge Tests Equities; Downgrading Discretionary
We are downgrading Consumer Discretionary to market weight as retail breakdowns and continued weakness in homebuilders and major autos has led to...
298 Views
Energy Stocks Bottoming
We are seeing a majority of energy-related equities stage bullish price and RS reversals, emerging from bullish bases and breaking to multi-month...
397 Views
New York and London Battle for Saudi Aramco IPO
Interesting article in the Financial Time (FT) on stock exchanges fighting for Saudi Aramco IPO...
3k Views