Article View - Newmont Mining (NYSE:NEM) has surged by 49% for YTD16 and I expect the stock to continue trending higher along with potential increase in dividends in FY16. Primary Basis Of View – Gold continues to trend higher and I expect sentiments for the precious metal to remain bullish through 2016. Why Newmont Mining – Company with strong fundamentals,…
Thursday, 03 March 2016 00:00

Bullish On Parsley Energy For Long-Term

Point Of Discussion – Amazingly, Parsley Energy (NYSE: PE) has delivered 32% returns in the last 12 months when oil & gas exploration stocks have slumped. This article provides an analysis on the company’s fundamentals and outlook. Buying Oil & Exploration Stocks – There is no doubt that the oil & gas sector remains depressed and is likely to remain…
There are increasing fears of global recession in 2016 and equity markets saw significant correction in the beginning of 2016 on global slowdown concerns. According to latest global economic data, growth remains sluggish and in my view, investors need to remain cautious when considering fresh exposure to risky asset classes. This article discusses some key economic indicators that point to…
Point Of Discussion – Still bearish on the offshore drilling industry, but if I had to choose among offshore drillers, Diamond Offshore (NYSE: DO), Noble Corporation and Rowan Companies are the stocks worth considering. On February 29, 2016, Moody’s concluded rating review for six offshore drillers with sharp downgrades for all drillers. Among the downgrades, Diamond Offshore was also downgraded…
On February 29, 2016, Moody’s downgraded Seadrill Partners (NYSE: SDLP) by three notches to Caa2 from B2. Further, Moody’s has maintained a negative outlook. This is second rating downgrade by Moody’s in less than six months for Seadrill Partners. On October 20, 2015, the MLP was downgraded from Ba3 to B2. As offshore market condition remains challenging, there are several…
Monday, 29 February 2016 00:00

Bullish On GasLog Even After 63% Upside

GasLog (NYSE: GLOG), which is engaged in the management of vessels in the liquefied natural gas market globally, has surged by 63% in just over one month. The stock was trading at $5.78 on January 20, 2016 and currently trades at $9.43. This article will discuss the factors to be bullish on GasLog even after the recent rally. While the…
India’s agriculture sector growth in the recent past has been severely impacted by El Niño, an abnormal warming of the Pacific waters near Ecuador and Peru that has disturbed weather patterns around the world. The El Niño in 2015 (starting February 2015) has been the strongest since 1997 and continues to be strong. Between 1981-82 and 2015-16, the El Niño…
Sunday, 28 February 2016 00:00

India’s Banking Sector Crisis In One Chart

On February 17, 2016, it was reported that the Supreme Court of India has asked the Reserve Bank of India to provide details on companies that have each defaulted on loans in excess of INR500 Crore. It was also reported that top ten public sector banks in India have written off Rs 40,000 Crore alone in 2015. The rising NPA…
Sunday, 28 February 2016 00:00

The Diminishing Impact Of Debt On GDP Growth

Debt and leveraging has been a key point of discussion after the financial crisis of 2008-09. In the period prior to the crisis, the private and household sector witnessed significant leveraging and the crisis started with the sub-prime loans, before spilling over to the entire financial system. Eight years down the line, there seems to be little learning from the…
Saturday, 27 February 2016 00:00

US Government Liability Is 147% Of GDP

For the fourth quarter of 2015, US GDP was $18.1 billion with total public debt at $18.1 billion for 3Q15. Therefore, the US government debt-to-GDP is approximately 100% as of December 2015. However, a deeper investigation into the financial report of the United States government shows that the government liability is significant higher. This article details how US government liability…