ESV
ESV Articles
The Baird plan of action is pretty easy for investors to follow. Keep a smaller allocation of the energy sector, as they rate it Neutral, and only buy the top stocks that have the ability and the...
Published:
Large cap services providers are generating free cash flow for the first time in the history of the industry. In a new report, J.P. Morgan analysts raised targets on two of these stocks, and we also...
Published:
Tom Lee, the equity strategist at J.P. Morgan, thinks that the January sell-off was in large part a function of massive hedge fund and mutual fund manager selling. He also says that January being...
Published:
After a strong 2013 where the S&P 500 was up almost 30%, you would think that most stocks would be close to being fully priced. That's not what Thomas Lee, the chief equity strategist at J.P....
Published:
In a new research report, the equity strategy team at J.P. Morgan has come up with outside-the-box ideas for investors that we have not seen from other big Wall Street houses. They think that value...
Published:
ThinkstockShould you chase short sellers, particularly in the energy business? That is what you have to ask yourself after a Credit Suisse report on the sector. Oil has remained above $100 a barrel...
Published:
Last Updated:
ThinkstockCost-cutting and price-cutting have been the major trends in the oil field services sector for at least the past year. It is hard to know which is the chicken and which the egg, but...
Published:
Last Updated:
ThinkstockIn 2012 there were 1,139 onshore and 60 offshore wells drilled in Mexico, for about $8 billion of drilling and completion (D&C) spending. This includes about $1.7 billion in offshore...
Published:
Last Updated:
ThinkstockIn a current research report, the oil field service and equipment analysts at Jefferies maintain that investors should be overweight the sector. Demand prospects are solid globally. While...
Published:
Last Updated:
ThinkstockWith the market touching an intraday low of 1,560.33 on Monday, the S&P 500’s decline had reached 7% from the highs posted in May. Positive housing and consumer confidence data...
Published:
Last Updated:
ThinkstockOver the past month, interest rates have bounced off of their 2013 lows, with the U.S. 10-year yield quickly rising from 1.66% to more than 2.20%. This has been a negative for...
Published:
Last Updated:
ThinkstockLast year was a good year for oil and gas stocks, but unless a company had a refining and marketing operation, it was not a great year. Share prices rose by at least 80% for pure-play...
Published:
Last Updated:
ThinkstockWith West Texas Intermediate crude holding above $90 and the price of natural gas back over the $4 handle for the first time in years, U.S. oil-field services stocks finally have started...
Published:
Last Updated:
U.S. equity markets opened lower this morning and continued a slow downward slide throughout the day. In Europe, flash PMI data from the eurozone came in below expectations on both manufacturing and...
Published:
Last Updated:
U.S. equity markets opened flat to lower this morning as it waited for data on U.S. housing starts and producer price inflation. In Europe, markets got some downward signals from a...
Published:
Last Updated: