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Phillips 66 (PSX US)
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151
Analysis
Energy
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United States
Phillips 66 is a downstream energy company. The Company's operations include oil refining, marketing and transportation. Phillips 66's operations also include chemical manufacturing and power generation.
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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
198 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
174 Views
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bearish
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Macroeconomics
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19 Jun 2016 00:28
Market Commentary (June 2016)
Our sixty-page market commentary for the month of June, including macro analysis and trade ideas across asset classes-- macro, volatility,...
Asymmetric Payoffs
419 Views
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bearish
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Thematic (Sector/Industry)
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16 Jun 2016 17:51
Too Much Going On To Be Bullish (Cont.) Noble, Stock Updates
In this part: Continued discussions with Strategists, Investors. ...Noble Scuttlebutt. Pacific Basin disaster. Oil Rebound Picks from last year....
Charles De Trenck
193 Views
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