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To: Dennis Roth who wrote (184982)7/22/2014 8:01:03 AM
From: Dennis Roth2 Recommendations

Recommended By
evestor
LoneClone

  Read Replies (1) | Respond to of 206113
 
GulfMark Offshore (GLF), Halliburton (HAL), European Refiners Bi-Monthly, Russian oil & gas

GulfMark Offshore (GLF)
A Bit of a Hiccup
Lowering TP to $50 (from $60).
21 July 2014 sendspace.com

Halliburton (HAL)
Setting the Stage for a Long Run
21 July 2014 sendspace.com

European Refiners Bi-Monthly
All eyes on Italy
22 July 2014 sendspace.com

Russian oil & gas
New US sanctions include Rosneft, Novatek
17 July 2014 ¦ 8 pages ir.citi.com

Yesterday the US government announced a new round of sanctions against a
handful of Russian companies in relation to the ongoing conflict in Ukraine.
Those sanctions include a bar on US entities from providing financing to Rosneft
and Novatek for durations of greater than 90 days. While we think the practical
effects on the two companies’ operations will likely be negligible, the effect on
sentiment is unavoidably negative.