HOLD
It is cheap. Everyone will look at it and say it is attractive that way. They haven’t put up the quality of numbers over time. Don’t buy any more. If they can show some reasonable production, then it will be different.
BUY
Has been buying some. 50/50 Gas/Oil. Quiet on the news front and thinks there will be some announcements soon. Pretty good time to get into this one.
BUY
(Market Call Minute)
HOLD
(Market Call Minute) High levels of debt
DON'T BUY
(Market Call Minute) They are a mid stream company right now. Undervalued by no catalyst to the upside.
HOLD
(Market Call Minute) Waiting on distribution policy.
N/A
The world is very concerned about the numbers out of the US and out of China. There’s a lot of concern about growth globally. This is the opportunity to pick away at the better quality names. The talk of double dip is overblown. You need negative data to get into double dip territory. The FED can print money.
TOP PICK
You’re sitting listening to all the headline risk. With the US court system, it will be years, probably 12. Thinks risks are overblown. Gulf of Mexico is only 10% of cash flow. There’s been no impact on aggregate cash flow to Gulf Coast businesses from the spill. They have been flat year over year. BP are strong fundamentally. This is one of the great energy companies.
TOP PICK
If you believe we are going into a commodity boom in the next year, you go into this one. Best technology and best mix of products.
TOP PICK
Great company. Shale play. Production growth of 30%/year for the next 5 years. Lots of potential upside.