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 …

Morning TINA turner

By Paul Sankey Published on May 29, 2025 at 11:10 AM

Today, Ed Morse at 4pm by Zoom on Happy Hour with one of his many mentees, Jan Stuart. Should be great, Ed is ready to rumble; we chatted yesterday. The backdrop is well-known, we will focus on the geopolitics Saudi/OPEC, Middle East and above all China demand, with of course Jan providing outstanding oil market work. Ed has modestly demurred on talking too much Kazakhstan/Russia but has suggest a future guest on the subject, who …