ENTITY

Valaris (VAL US)

22
Analysis
EnergyUnited States
Valaris Limited provides offshore contract drilling services. The Company owns, operates, and manages rig fleets and provides drilling services. Valaris serves customers worldwide.
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bullishKinder Morgan
15 Mar 2016 12:46

Oil Trade Points and Risk On

Chartonics webcast  Tuesday 15 March 2016Oil trade points and risk onTo view click on this link:  http://www.screencast.com/t/W9MfxP5MlodF 5:07...

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25 Jan 2016 13:01

The Macro Take: Get the Picks Out for Gold and Silver Miners

It's time to break out the analysis on gold and silver miners Some goldminers are trading well below P/B, with potential price moves of +4x just...

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05 Jan 2016 11:51

2016 Names Not Trades and a Tough Energy Environment (And Other Recent Visits)

I outlined my 2016 quick takeaways from visiting clients, ex-clients and friends prior to the break (2016 A year of Reckoning, 23 December 2015),...

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25 Dec 2015 00:30

Be Aggressive in Q1 2016 and Be Defensive Through Rest of 2016

This is a quick note on macro views in 2016. The analysis is largely based on cycles of industrial production, inventory levels, real estate...

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24 Dec 2015 12:46

2016: A Year of Reckoning, But Possibly Not as Painful For The Prepared

I've been on the road meeting clients, ex-clients and friends and will have more to report after the holidays. But wanted to flag some takeaways...

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