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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 (183926)	5/15/2014 8:41:20 AM
From: Dennis Roth	2 Recommendations Recommended By LoneClone RevoltNapper6 Read Replies (1) \| Respond to of 206131

CXO, Gazprom, HAL, PetroChina, Spectra Energy Complex, India Oil & Gas Sector Concho Resources Inc (CXO) Top Smid-Cap Idea: Thesis Intact; Raise Target Price To $160 13 May 2014 ¦ 19 pages ir.citi.com Concho reported Q1'14 results ahead of Street estimates, increased full year production & capital guidance and raised ~$935mm in equity to fund their “2 by 3” accelerated growth plan. Since the "2 by 3" plan announcement in mid- November, our thesis maintained the firm’s Delaware Basin assets remained underappreciated by the market; specifically expecting strong oil growth to drive rapid multiple compression in both 2015 & 2016. The firm’s implicit 2H’14 sequential growth targets are inline with the sequential run-rate previously baked into our 2015 forecasts, while the announcement of additional 2014 spending could cause further upside. We increase our target price to $160 from $130, maintain our Buy rating and reiterate the stock as our Top Smid-Cap Pick. John Nelson \| Robert S Morris Gazprom (GAZP.MM) Mr. Putin Goes to China – Valuing the Eastern Gas Program 14 May 2014 ¦ 23 pages ir.citi.com Halliburton Co (HAL) Alert: Citi Global Energy & Utilities Conference Highlights 13 May 2014 ¦ 7 pages ir.citi.com PetroChina (0857.HK) Gas Deal with Russia – Low IRR, but at Least No Big Losses 14 May 2014 ¦ 20 pages ir.citi.com Spectra Energy Complex: 1Q14 Results Raising SEP Target; Maintain DPM Buy; SE, SEP Neutral 13 May 2014 ¦ 17 pages ir.citi.com SE reported $0.62 EPS in 1Q14, well ahead of consensus ($0.51) and our estimate ($0.52). Higher NGL prices, margin and volume expansion at the gathering operations, and weather-driven usage at the distribution segment drove results. Faisel Khan, CFA India Oil & Gas Sector A re-think after a 40-85% rally 15 May 2014 21 pages sendspace.com