Global Energy Shares Breaking Out; Technology Remains Attractive
The MSCI ACWI and S&P 500 have both achieved a higher high relative to mid-April prices, which we see as a potential early indication of a...
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The Best Way to Play Oil with Cover
This has been a crazy market, with dollar, US market and oil strong at the same time, with commodities up in general, but on a hair trigger. It’s a...
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Opportunities in Global Energy & Materials Stocks
Commodities and related stocks are on the rise. Crude oil, industrial metals, and lumber prices are all breaking out to new highs and related...
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Santos – Harbour Energy Returns to the Well
After rejecting a “confidential, non-binding conditional and indicative proposal” for a takeover from Harbour Energy at A$4.55/share last...
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Sunpower: It's All About Green Investments; Company Helping to Clear the Air in Beijing
Last month Sunpower Group Ltd (SPWG SP) announced its full-year 2017 results. Executive Chairman, Guo Hong Xin, and CEO Ma Ming were both in...
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