Company Thesis Flashcards
1
Q
OXY
A
Cost cutting efforts are not yet reflected in the stock plus a breakup could unlock value
2
Q
EOG
A
The best execution on the best E&P assets in the country (bakken & eagle ford)
3
Q
USB
A
faster loan growth (taking share + smaller run-off port) + best-in-class ROE and efficiency
4
Q
V
A
Electronification of pmts + op lvg = 18-20% eps gr w/ less reg headwinds
5
Q
GS
A
Well-positioned to benefit from an investment banking cyclical rebound
6
Q
NU
A
Northern pass trans project to help grow above avg eps; minimal envt’l exposure
