At the outset, 2018 seems to be a year full of opportunity for upstream companies.After three years of fighting to survive the price collapse, companies are ready to deliver and to continue rebuild in anticipation of a new era of lower prices. We identify five key strategic themes for the new year that point to a turning point in the evolution from 'survive' to 'thrive'.1. Building, bolstering, de...Read More
Oil and gas companies are set to enter 2018 in their best shape since oil prices collapsed. In its 2018 Upstream Outlook, released today, global natural resources consultancy Wood Mackenzie believes many will now focus on demonstrating they can thrive at low prices.Tom Ellacott, Senior Vice President, said: "Now that the belt-tightening is done, companies are looking to deliver profitable growth a...Read More
Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.At the outset, 2018 seems to be a year full of opportunity for upstream companies.After three years of fighting to survive the price collapse, companies are ready to deliver and to continue rebuild in anticipation of a new era of lowe...Read More
Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Oil and gas companies are set to enter 2018 in their best shape since oil prices collapsed. In its 2018 Upstream Outlook, released today, global natural resources consultancy Wood Mackenzie believes many will now focus on demonstratin...Read More
Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.At the outset, 2018 seems to be a year full of opportunity for upstream companies.After three years of fighting to survive the price collapse, companies are ready to deliver and to continue rebuild in anticipation of a new era of lowe...Read More
Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Oil and gas companies are set to enter 2018 in their best shape since oil prices collapsed. In its 2018 Upstream Outlook, released today, global natural resources consultancy Wood Mackenzie believes many will now focus on demonstratin...Read More
Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Oil and gas companies are set to enter 2018 in their best shape since oil prices collapsed. In its 2018 Upstream Outlook, released today, global natural resources consultancy Wood Mackenzie believes many will now focus on demonstratin...Read More
Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Oil and gas companies are set to enter 2018 in their best shape since oil prices collapsed. In its 2018 Upstream Outlook, released today, global natural resources consultancy Wood Mackenzie believes many will now focus on demonstratin...Read More
Access our research platformsSign-in to our platforms to access our extensive research, our latest insight, data and analytics and to connect to our industry experts.Oil and gas companies are set to enter 2018 in their best shape since oil prices collapsed. In its 2018 Upstream Outlook, released today, global natural resources consultancy Wood Mackenzie believes many will now focus on demonstratin...Read More
The Dow Jones Industrial Average (DJIA) secured a fourth straight record close, after the Fed officially raised interest rates by a quarter point and lifted its economic outlook for 2018. The widely expected move also came with a forecast for three more rate hikes in 2018 -- unchanged from the central bank's previous statement. Outgoing Fed Chair Janet Yellen cited tax reform optimism as a driver...Read More
Although earnings season has largely concluded, a few key companies are still making their way to the stage -- with one in particular being tech and software powerhouse Adobe Systems Incorporated (NASDAQ:ADBE). ADBE is expected to report fiscal fourth-quarter earnings after the close this Thursday, Dec. 14, and options traders are pricing in a bigger-than-usual post-event move for the stock.At la...Read More
The Dow is pushing higher once again, touching another record high. Among the names making big moves are Dow stock Caterpillar Inc. (NYSE:CAT), photonic products producer Lumentum Holdings Inc (NASDAQ:LITE), and biotech Intercept Pharmaceuticals Inc (NASDAQ:ICPT). Here's a quick look at what's moving shares of CAT, LITE, and ICPT.CAT Stock Notches Record HighCaterpillar stock is up 3.6% at $148.5...Read More
The Federal Open Market Committee (FOMC) is expected to announce a rate hike when it concludes its policy-setting meeting this afternoon, which would mark its fifth since 2015, and its third this year. While these two names are some of the best stocks to own after the Fed raises interest rates, oil issues Newfield Exploration Co. (NYSE:NFX) and Pioneer Natural Resources (NYSE:PXD) are two of the w...Read More
Some say the rabid rise of bitcoin -- and the newly available bitcoin futures -- has dulled demand for gold. However, gold isn't alone in its recent struggles, with the iShares Silver Trust (SLV) down nearly 8% in the past month, and large speculators abandoning silver at a record-high pace. Below, we'll take a look at the huge silver liquidations -- and what traders might expect for SLV after tod...Read More
The Federal Open Market Committee (FOMC) kicked off its highly anticipated December meeting yesterday, and the central bank is widely expected to announce a rate hike later this afternoon. Yesterday, we discussed some blue-chip stocks to avoid. Today, we decided to take a look at some of the beststocks to buy when the Fed hikes interest rates, with McDonald's Corporation (NYSE:MCD) and 3M Co (...Read More
U.S. stocks are higher at midday, with the Dow Jones Industrial Average (DJIA) and S&P 500 Index (SPX) soaring to fresh record highs. The Nasdaq Composite (IXIC) isn't far behind, with tech stocks in rally mode. Traders are cheering reports that the House and Senate reached a tentative deal on tax reform, and continue to digest Alabama Democrat Doug Jones'Senate seat win. Wall Street is also anti...Read More
Options volume has exploded on Finisar Corporation (NASDAQ:FNSR), with more than 45,000 contracts traded. This is 15 times what's typically seen at this point in the day, and a new 12-month high. At last check, FNSR stock was up 29.2% to trade at $24.93 on news Apple (AAPL) has invested $390 million into the fiber optics name -- which makes chips for the iPhone X, including those for facial recogn...Read More
When the Federal Open Market Committee (FOMC) announces its latest policy ruling this Wednesday afternoon, Wall Street is pricing in a roughly 100% chance of a rate hike (per CME Group's FedWatch Tool). And likewise, bank stock bulls appear to have priced in plenty of enthusiasm over this widely anticipated tightening move, judging by recent option activity on the Financial Select Sector SPDR Fund...Read More
Bank stocks have rallied in recent weeks, as traders expect tax reform and rate hikes from the Fed to boost the sector. With the central bank ready to announce its next policy decision this afternoon, brokerage firm KBW this morning revised its outlook on a number of financial names, including Dow components JPMorgan Chase & Co. (NYSE:JPM) and Goldman Sachs Group Inc (NYSE:GS). Below we'll take a...Read More
With the holidays right around the corner and retail sales due out tomorrow morning, retail stocks are ready to take center stage once again. This morning, retailers TJX Companies Inc (NYSE:TJX) and Ralph Lauren Corp (NYSE:RL) are recipients of distinctly different analyst attention this morning. Below, we will take a closer look at these brokerage notes, and see how the shares of TJX and RL are...Read More