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    Market Realist14 minutes ago

    PotashCorp’s Shipping Optimism for 2017: What to Make of It

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    What Could Drive Cliffs Natural Resources for the Rest of 2016?

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  • XLE
    Barrons.com59 minutes ago

    Four Energy Stocks That Can Thrive on $45 Oil

    S&P Global Market Intelligence's Stewart Glickman highlights four stocks--EOG Resources (EOG), Marathon Oil (MRO), Noble Energy (NBL) and Cabot Oil & Gas (COG)--that could thrive during a "mediocre macro environment." He explains: [WE] view this environment as one where it pays to be defensive in crude oil, because we are simply not expecting great things on the macro front. EOG Resources (EOG 88 ****) is a best of breed E&P with a strong focus on what it calls 'premium drilling' - wells that can deliver after tax rates of return of 30% or higher, which we view as above-average for the space. Based on Capital IQ consensus estimates, we see EOG with production growth of almost 6% in 2017, a current net debt to capital ratio of about 33%, and projected cash from operations amounting to 114% of anticipated 2017 capex.