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Trump, OPEC, Energy and Alternatives
The energy world is receiving an expanded examination from Mizuho with additional energy research coverage in recent months
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Oil and Gas Exploration & Production: Taking the Pulse of Clients, Post-Launch and Pre-3Q Earnings
After two weeks of meetings/calls with clients following our recent launch, we present our summary takeaways
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How Far Might the Pendulum Swing?
The major utility-centric indices (Philadelphia UTY, Spider ETF XLU, and S&P Electrics) are up about 19.0% year to date
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Herbivores & Carnivores: M&A v2.0
We understand the urge to merge, but are confounded by embedded valuation metrics
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Herbivores or Carnivores? M&A Pace Alive and Well
M&A doesn't look like it's going away. With two transactions already announced this year, and news reports that another company is considering its "strategic alternatives," the one question investors are asking is what are you: a Herbivore or a Carnivore?
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Utes Are Doing Well; Now What?
For the first trading week of 2016, utilities are up 600 bps relative to the S&P 500
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Sweet 16 - Investment Themes for 2016
We present our 16 Key Investment Themes for 2016. The year ahead could prove to be challenging on many fronts and we expect investors to tread carefully and remain nimble throughout the year.
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Let's Not Miss the Forest for the Trees; Macro Drives Ute Sector Appeal
Investors are focused on the possibility of a December 16 Fed rate hike and if rates will continue to rise. Not surprisingly, utility investors are on the sidelines