| Thu, Oct 02, 2008 |
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Analyst Comments: ENSCO, Cosan, Eli Lilly, Research In Motion, Internap Network, PetroChina, Kinross Gold, HEICO, Canadian Pacific, AutoNation, Oscient Pharma, Equity Residential, Supertex
Dallas-based ENSCO International, Inc. (ESV) is a leading supplier of offshore contract drilling services to the oil and gas industry. The company's drilling fleet consists of 44 jackup rigs, two ultra-deepwater semi-submersible rigs (ENSCO 7500 and ENSCO 8500), and one barge rig. Additionally, the company has six ultra-deepwater semi-submersible rigs (ENSCO 8500 series) under construction. ENSCO shares have been beaten down in recent days, broadly inline with its peer group, in response to the commodity-price weakness and overall market turmoil. The stock is down roughly 20% in the last four weeks alone, only modestly better than the 22% drop for offshore drillers (the S&P 500 pulled back roughly 15% during the same time period. While we have liked this name all along, we think that valuation has become even more compelling [More...] |
| Fri, Aug 01, 2008 |
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MiddleBrook Fall Could Mean Opportunity
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| Thu, Jun 19, 2008 |
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Analyst Comments: Vimpel, Magna, NewAlliance, Omnicom, Oscient Pharma, Robert Half, Penske
Vimpel-Communications (VIP) is the second largest cellular carrier in Russia. Robust subscriber growth and acquisitions continue to drive revenue and earnings momentum. Growth prospects in Eastern Europe for wireless services remain firm and support our forecast for strengthening financials. <br...
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| Fri, Apr 04, 2008 |
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Analyst Comments: Lockheed Martin, Consolidated Graphics, Analog Devices, Corel, Analog Devices, Oscient Pharma, LoopNet, Broadcom
Lockheed Martin Corporation (LMT) appears well positioned to continue to benefit from strong defense outlays through 2008-09, debt repayment, and an ongoing share repurchase program since October 2002. Solid operating results via existing and new contracts -- both domestic and international -- coupled with the success of its C-130J and F-35 aircraft continue to deliver strong earnings and cash flow growth. Management increased its...
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Analyst Comments: Lockheed Martin, Consolidated Graphics, Analog Devices, Corel, Analog Devices, Oscient Pharma, LoopNet, Broadcom
Lockheed Martin Corporation (LMT) appears well positioned to continue to benefit from strong defense outlays through 2008-09, debt repayment, and an ongoing share repurchase program since October 2002. Solid operating results via existing and new contracts -- both domestic and international -- coupled with the success of its C-130J and F-35 aircraft continue to deliver strong earnings and cash flow growth. Management increased its...
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