SP AusNet SPN had a solid fiscal 2013, marginally beating our expectations. Our 2014 earnings forecasts are broadly unchanged while medium-term
are best positioned to fix inefficiencies of operations and thus ultimately will see the largest benefit from the surge in U.S. production. The firm's favorites: SPN , SLCA , PES , HP , ESV , NOV , CAM , HAL , SLB . Post your comment!
Superior Energy ( SPN +3% ) is upgraded to Buy from Neutral with a $34 price target, up from $28, at Sterne Agee after posting solid Q1 results
GERN , IGT , IM , INAP , INFA , KBR , KEG , KLAC , LEG , MCRS , MXIM , N , NR , NTGR , OLN , PFG , PKI , PMCS , QLIK , RMD , RRC , RSG , SBUX , SIMO , SPN , SWKS , SYNA , TCO , THRX , TLAB , UHS , VPRT , VRSN , WRE , WYNN Post your comment!
GERN , IGT , IM , INAP , INFA , KBR , KEG , KLAC , LEG , MCRS , MXIM , N , NR , NTGR , OLN , PFG , PKI , PMCS , QLIK , RMD , RRC , RSG , SBUX , SIMO , SPN , SWKS , SYNA , TCO , THRX , TLAB , UHS , VPRT , VRSN , WRE , WYNN Post your comment!
should be overweight in U.S.-focused companies leveraged to the rig count or completions. CS likes manufacturers HAL , SPN and FET that supply equipment for drilling and producing the tight reservoirs, plus BHI , WFT , NOV and FTI . Post your comment
equity allowance of 7.9%, a slight improvement from 7.8% in the draft decision. This is in line with peer SP AusNet SPN SPN , but Envestra (ASX:ENV) Victoria fared better with a cost of equity allowance of 8.3%. All received large reductions
Superior Energy ( SPN ): Q4 EPS of $0.49 in-line. Revenue of $1.18B beats by $0.03B . ( PR ) Post your comment!
Notable earnings after Tuesday’s close: AVGO , AWK , DGI , DWA , EIX , FSLR , GA , GPOR , GWRE , HRZN , JAZZ , MAKO , MIDD , NUVA , ORA , PCLN , QCOR , RENN , REXX , RRC , SPN , STEC , TIVO , VNO , VRSK , ZAGG Post your comment!
Notable earnings after Tuesday’s close: AVGO , AWK , DGI , DWA , EIX , FSLR , GA , GPOR , GWRE , HRZN , JAZZ , MAKO , MIDD , NUVA , ORA , PCLN , QCOR , RENN , REXX , RRC , SPN , STEC , TIVO , VNO , VRSK , ZAGG Post your comment!