September 12, 2006:
Stronger for Longer Although the S&P 500 E&P Index by mid-summer fell 9% from the start of 2006, investors this fall shouldn’t yield to bearish sentiment about the upstream amid recent pressure on ...more
August 1, 2006:
MERGER MANIA: WHO’S NEXT? In the wake of Anadarko Petroleum’s aggregate $23.3-billion, all-cash bid for Kerr-McGee Corp. and Western Gas Resources, energy analysts on Wall Street have reached a consensus: more major upstream combinations ...more
July 1, 2006:
Canada Eyes Colorado With a sharp focus on the drilling boom now taking place in the Colorado Rockies, the consulate general of Canada in Denver recently brought 15 Alberta-based oil-service companies to the ...more
June 1, 2006:
Profits Perspective In early May, the U.S. House of Representatives passed HR 5253, a bill that took square aim at Big Oil and that would, in part, direct the Federal Trade Commission ...more
May 3, 2006:
Defaults a Possibility Despite the U.S. independent E&P sector’s current strong performance, its history of high volatility and cyclicality will continue—and eventually the industry will witness an uptick in default rates.
So contends Standard ...more
April 4, 2006:
Beating the Street If you’ve been dismayed recently by the downward spiral or, at the least, sputtering in service-stock market values, don’t head for the exits yet. The upcycle for this sector is ...more
March 4, 2006:
Beating the Street Look for E&P and oil-service stocks to once again beat the broad market in 2006 as commodity prices and energy-sector profitability remain robust. Accordingly, be long and overweight these stocks ...more
February 4, 2006:
Sanguine Sentiment Talk to virtually any E&P or oil-service analyst these days and their message is essentially the same: look for 2006 to be another strong year, both for commodity prices and ...more
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