Previously "must-own" stocks for oil fans, Suncor (SU) and Canadian Natural Resources (CNQ) have lagged, in part thanks to booming U.S. energy production. Maybe not for long, writes Andrew Bary, noting not just possible Keystone pipeline approval, but a low price combined with valuable assets and conservative capital return policies might make each a target of activist investors (see CP). [View news story]
Wow... something we have known for how many years now?
Canadian Natural Resources Provides A Great Opportunity To Make Attractive Profits [View article]
Any major reason to own CNQ is based locally with exports to the US and Asia, and I don't think enough credence is given to the Keystone project either. As well,
"That trade is coming," remarks Dominick Chirichella of going long natural gas and short crude oil. "Just have to wait for it to turn," he says of the ratio of the crude to gas price hitting a whopping 47.5 this morning. WTI crude (USO) is off a hair, but natural gas (UNG -1.5%) is seeing significant declines again. [View news story]
I would rather wait for a 1 handle than build a position in UNG
Despite Sony's (SNE) strong brand, James Simms of Dow Jones Newswires appears unconvinced that the firm can revive its TV ops. "Management doesn't have a track record to suggest success is likely," while it has repeatedly appeared to misjudge the entire sector, Simms writes. [View news story]
SNE misjudged the FX market? They are not in the market to trade/hedge the Yen.
Sony is adopting a "4 Screen" strategy, in which TV, Mobile, Games, and Computer work all together with Sony's great content library. If Howard Stinger steps down in March, the Japanese Executive Deputy President Kazuo Hirai to take over has much operational experience and respect within SNE!
Previously "must-own" stocks for oil fans, Suncor (SU) and Canadian Natural Resources (CNQ) have lagged, in part thanks to booming U.S. energy production. Maybe not for long, writes Andrew Bary, noting not just possible Keystone pipeline approval, but a low price combined with valuable assets and conservative capital return policies might make each a target of activist investors (see CP). [View news story]
Canadian Natural Resources Provides A Great Opportunity To Make Attractive Profits [View article]
"That trade is coming," remarks Dominick Chirichella of going long natural gas and short crude oil. "Just have to wait for it to turn," he says of the ratio of the crude to gas price hitting a whopping 47.5 this morning. WTI crude (USO) is off a hair, but natural gas (UNG -1.5%) is seeing significant declines again. [View news story]
Despite Sony's (SNE) strong brand, James Simms of Dow Jones Newswires appears unconvinced that the firm can revive its TV ops. "Management doesn't have a track record to suggest success is likely," while it has repeatedly appeared to misjudge the entire sector, Simms writes. [View news story]
Sony is adopting a "4 Screen" strategy, in which TV, Mobile, Games, and Computer work all together with Sony's great content library. If Howard Stinger steps down in March, the Japanese Executive Deputy President Kazuo Hirai to take over has much operational experience and respect within SNE!