Oasis Petroleum (OAS) carved out a 27.3% LP interest in Oasis Midstream Partners (OMP) at $17 per share on September 20, 2017. Oasis Midstream will become a primary vehicle for the midstream operations, with the stated goal to generate stable and increasing cash flows and to support the growth of high quality assets in the Williston Basin. Total revenue for 2016 was approximately $121 million, up 15% from the year-ago period due to increased water and natural gas volumes.
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While the broad trade-weighted U.S. dollar is down roughly 9% year-to-date, momentum remains negative and futures positions strongly suggest that many investors expect additional declines. However, after analyzing the three key drivers of relative currency values — growth divergences, interest rate differentials, and risk aversion — we’re taking the other side of the trade. Our sense is that the U.S. dollar is poised for a rebound.
Dover (DOV) announced that it is exploring strategic alternatives for the separation of its upstream energy businesses within its Energy segment, collectively the “Wellsite” business. Options include a tax-free spin-off, sale or other strategic combination. In 2017, the Wellsite business is expected to generate approximately $1 bn in revenue. Dover expects to complete its assessment of strategic separation alternatives by the end of the year.
Wolfe Research's Chief Investment Strategist, Chris Senyek, hosted a Webcast on market expectations through year's end.
We believe that the biggest catalyst driving equity markets higher in 2017 has been an improving global growth outlook, with consensus expectations rising for the Eurozone, Japan, and China. Looking ahead, we remain bullish, largely based upon our view that Republicans will pass tax reform and that the U.S. economy will provide the biggest upside surprises in the quarters ahead. In this note, we briefly review seven key components of our optimistic outlook.
We track the share price performance of thematic stock baskets relative to a sector neutral benchmark. Year-to-date, companies with high international revenues, stocks with high EPS growth, companies with high sales growth, our top stock idea model (SIM), and high ‘ICE’ have been top performing themes. Year-to-date, the worst performing themes have been stocks with low P/E’s, value stocks, high short interest, banks with high loan growth, and recent spin-offs. In August, momentum, growth, and international themes outperformed, while value and quality themes underperformed. Click here for more information.
Activist Investor Trian Partners, a Procter & Gamble shareholder, has issued a white paper to the company, discussing certain proposals. Among Trian’s proposals is the call for a leaner organization with three independent businesses: Beauty, Grooming & Health Care, Fabric & Home Care, and Baby, Feminine & Family Care. A link to the presentation can be found here.
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