Date updated:04-16-2007
From Raymond James.
"In such an environment, where we can’t decide if the economy is slowing into recession, slowing to a muddle, or reaccelerating (although recent figures have a decided slowing tint), we have tried to focus on themes, and special situations, that make sense to us. Energy is one such theme, for while the U.S. seems to be slowing economically, the rest of the world is not, as demonstrated by China’s roughly 13% increase in crude oil demand. To take advantage of that demand, we have recommended most of the Canadian oil sands complex, which had a fairly big rally last week. This is particularly impressive in light of the Canadian Dollar’s recent strength (we remain bullish on the Canadian Dollar). We have also recommended a number of energy names that presented at the Raymond James Institutional Conference in March."

-
HK
Petrohawk Energy - $23.81
- 0.00%
- $N/A
No Analysis added

-
KOG
Kodiak Oil - $2.63
- 0.00%
- $N/A
No Analysis added

-
NGPC
Ngp Capital Resou - $7.60
- 0.00%
- $N/A
No Analysis added

-
HLX
Helix Energy Solu - $14.64
- -0.27%
- $14.57
No Analysis added

-
BGR
Bl Ackrock Energy - $23.90
- -0.54%
- $24.13
No Analysis added

-
ID
L-1 Idntty (hc) - $5.86
- -1.68%
- $5.93
No Analysis added

-
PHO
Ps Water Resource - $16.41
- -0.73%
- $16.46
No Analysis added

-
GLV-A.TO
Glv Inc Class'a's - $9.21
- 0.00%
- $9.11
No Analysis added
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