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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 (182490)	2/6/2014 8:24:55 AM
From: Dennis Roth	2 Recommendations Recommended By evestor LoneClone Read Replies (1) \| Respond to of 206180

ARX.TO, ATW, BG.L, BP.L, HP, NES1V.HE, NOGNq.L, PRE.TO, ROSN.MM, SU.TO, TDW, Citi Focus List US, Credit Suisse Top Picks ARC Resources Ltd. (ARX.TO) Montney Drives Reserves Again 5 February 2014 sendspace.com Atwood Oceanics, Inc. (ATW) Cautious Outlook, But Well Positioned 5 February 2014 sendspace.com BG Group plc (BG.L) Capital efficiency emphasised Maintain N / lower TP to 1,100 (from 1,115p) 6 February 2014 sendspace.com BP (BP.L) Improving Earnings Power Despite a Weaker Final Quarter 5 February 2014 ¦ 9 pages ir.citi.com 2013 shows clear signs of a recovery in earnings power, despite a relatively weak final quarter. The key takeaway is that in a year of roughly flat oil prices operating cash flow expanded by 4% YoY. Broad guidance on 2014 is in-line, although we lower 2014/15E EPS by an average of 2% to reflect guidance of higher corporate costs. We see 15% cash flow growth in 2014 and 3-4% CAGR cash flow growth through to 2018 as likely, allowing FCF yield to expand but short of what key peers offer. Neutral. Helmerich & Payne (HP) Oil Drives U.S. Land; No Signs of Gas Drilling Upturn (Yet) 4 February 2014 ¦ 14 pages ir.citi.com Neste Oil (NES1V.HE) Strong Delivery Drives 4Q Beat. Macro Outlook Uncertain. 5 February 2014 ¦ 8 pages ir.citi.com Sell, €12 TP unchanged. Nostrum Oil & Gas (NOGNq.L) Positive Update, Good Buying Opportunity 4 February 2014 ¦ 7 pages ir.citi.com Pacific Rubiales (PRE.TO) Peru Positive; but Production More Important 5 February 2014 sendspace.com Rosneft (ROSN.MM) In-line at EBITDA line, nice dividend indication, cost control emphasised 4 February 2014 ¦ 8 pages ir.citi.com Suncor Energy Inc (SU.TO) EPS Miss; Dividend Up 15%; Another ~$1 Bn Share Repo 4 February 2014 ¦ 10 pages ir.citi.com Tidewater (TDW) Choppy Growth With Some Seasonal Softness 5 February 2014 sendspace.com Citi Focus List US ir.citi.com Adding RMBS Top Picks Credit Suisse’s Top U.S. Investment Ideas sendspace.com