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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Wyätt Gwyön who wrote (64638)	6/27/2006 1:11:23 AM
From: benwood	Respond to of 110194

Perhaps you didn't see this -- replied to a reply. Comments? Message 22575259

To: Wyätt Gwyön who wrote (64638)	6/27/2006 11:27:47 AM
From: ild	Read Replies (3) \| Respond to of 110194

From GS: We are now forecasting $68/bbl for WTI through 2009 (2007 previously) and believe risks to our view remain skewed to the upside. We believe OPECs spare capacity is likely to remain fairly tight in coming years in the absence of a deep global recession. Although we reduced our 2007 EPS forecasts by about 9% to account for greater cost inflation, we are still on average 21% above First Call consensus. We believe our upwardly revised 2008-2009 EPS estimates are also well above consensus expectations. We continue to believe we are approximately in year 2 of what could be a 4-5 year super-spike period.