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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?


To: Dennis Roth who wrote (177598)4/24/2013 3:50:39 PM
From: Dennis Roth2 Recommendations  Read Replies (3) | Respond to of 206181
 
North American Integrated Oil
EPS Trends Negative; Cash Flow Trends Constructive
23 April 2013 ¦ 32 pages ir.citi.com

Recommendation —
Our recommendations in order are: 1) IMO; 2) COP; 3) HES; 4)
XOM; and 5) CVX. We believe XOM could outperform CVX over the short term given
the relative EPS momentum of each company. We remain Neutral on OXY and do not
believe shareholder activism can unlock additional value (see note).