Interesting EPS: Not One, but Two OSX Names to Like, and More

By Paul Sankey Published on July 24, 2025 at 5:19 PM

There’s an oilfield service stock we like! FTI. There is an almost-oilfield service stock we like: Synopsis Energy Infrastructure. Other results Valero, great company. Enphase, single biggest loser from Trump II – painful place to be, we are not far off six months in, to four years. We do a little turn on Darling, after Valero, below, and a couple of others at the end, called things like Tesla and Google. So, some very interesting …

The Most Vicious Thugs on Wall St Won, with a Dove

By Paul Sankey Published on April 10, 2025 at 9:12 AM

Today 4pm Happy Hour, great expert guest, Steve Levine on batteries, EVs, and all things related, a very timely appearance. Premium event. Date/Time – Thursday, April 10th, 4PM ET Sankey Strategy Session | Steve Levine – EV and battery expert – Interest Form | Sankey Research ~ Mid penguin tariff “Liberation Day” crisis, last Sunday we highlighted that Treasury Secretary Scott Bessent was the one obvious Dove/Owl in Peacock/Eagle Donald Trump’s cabinet, who could force …

Chris Wright: The Price is Wrong

By Paul Sankey Published on March 11, 2025 at 7:19 AM

This week on Happy Hour we have an outstanding guest, a CIO, PM, and natural resources expert that I really enjoy chatting to. He has a really sophisticated view of markets, across the board. Note, for example our very brief positive view this past week on non-Canadian uranium play Kazatomprom, our notes on Gold and Copper, and of course Robert does coal, oil, gas and refining. This is our man! Date/Time – Thursday, March 6th, …