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  • Macro Forces Collide to Destroy LNG

    As both energy and equity prices tumbled this year, Tatiana Vasilyev, portfolio manager at Clio Capital in New York, was already uniquely positioned to take advantage of the situation via liquefied natural gas (LNG).

    After noticing the hype surrounding fracking and gas liquefaction technology,...

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  • RIG Has 50% Upside on Multiple Catalysts

    Published: January 31, 2014

    Transocean is a deep value stock with catalysts on the horizon. The stock pushes a 6% Dividend Yield and improving Balance Sheet. Limited risk with 50% plus upside. Over the past several weeks we have seen multiple downgrades amongst the Sell-Side into earnings on Transocean. No surprise there ar...

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  • Quick Pitch: Conoco-Phillips (NYSE: COP)--Long

    Published: September 11, 2012


    <em>(The following is a condensed write-up pulled from SumZero)</em>

    Source: Hedge Fund.
    Location: New York, NY

    Recommendation: Long

    Current Price: $77.29
    Target Price: $90.00
    Timeframe: 1-2 Years

    We have viewed the shares of ConocoPhillips (NYSE: COP) as undervalued for s...

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