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Latest Analyst Comments from Argus Research Corporation
 

Chevron job cuts unlikely to have much effect in Isles (Honolulu Advertiser - Business) - Mar 10, 2010

Additional cuts are expected next year. The job cuts represent almost 12 percent of Chevron's 17,000 workers in the so called downstream part of its business and just over 3 percent of its overall work force. Chevron, the second largest U. S oil producer, also said it plans to sell some overseas operations as it revamps its struggling refinery, marketing and transportation operations. The company said it will seek bids for its Pembroke refinery in southwest Wales, and fuels marketing, aviation and lubricants businesses in the Caribbean and some markets in Central America. Argus Research analyst Phil Weiss said he believes Chevron is making the right move, but he questions whether the producer will get a good price for the assets in the difficult business environment which has affected the entire sector. 
Phil Weiss
Phil Weiss
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Recent Research on Chevron Corp (CVX)
Chevron at Bank of America Securities Energy Conference (Thomson Street Events)- Nov 17, 2009
3Q 2009 Chevron Earnings Conference Call (Thomson Street Events)- Oct 30, 2009
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Share:  Argus Research analyst <span class="analyst">Phil Weiss</span> said he believes <span class="company">Chevron</span> is making the right move, but he questions whether the producer will get a good price for the assets in the difficult business environment which has affected the entire sector. Tweet this 

Analysts foresee bumpy ride for auto stocks (Belleville News Democrat) - Mar 09, 2010

The woes of GM, Chrysler and particularly Toyota present a big opportunity for Ford, said Bill Selesky, an analyst at Argus Research. 
Bill Selesky
Bill Selesky
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  The woes of GM, <span class="company">Chrysler</span> and particularly Toyota present a big opportunity for Ford, said <span class="analyst">Bill Selesky</span>, an analyst at Argus Research. Tweet this 

The woes of GM, Chrysler and particularly Toyota present a big opportunity for Ford, said Bill Selesky, an analyst at Argus Research. 
Bill Selesky
Bill Selesky
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Recent Research on Ford Motor Company (F)
Ford Motor Company (Moody's Global Credit Research)- Jan 28, 2010
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Share:  The woes of GM, Chrysler and particularly Toyota present a big opportunity for <span class="company">Ford</span>, said <span class="analyst">Bill Selesky</span>, an analyst at Argus Research. Tweet this 

The woes of GM, Chrysler and particularly Toyota present a big opportunity for Ford, said Bill Selesky, an analyst at Argus Research. 
Bill Selesky
Bill Selesky
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Recent Research on Toyota Motor Corporation (7203)
Toyota Motor Corporation (Moody's Global Credit Research)- Feb 12, 2010
Moody's reviews Toyota's Aa1 rating for possible downgrade (Moody's Global Credit Research)- Feb 09, 2010
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Share:  The woes of GM, Chrysler and particularly <span class="company">Toyota</span> present a big opportunity for Ford, said <span class="analyst">Bill Selesky</span>, an analyst at Argus Research. Tweet this 

The woes of GM, Chrysler and particularly Toyota present a big opportunity for Ford, said Bill Selesky, an analyst at Argus Research. 
Bill Selesky
Bill Selesky
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  The woes of <span class="company">GM</span>, Chrysler and particularly Toyota present a big opportunity for Ford, said <span class="analyst">Bill Selesky</span>, an analyst at Argus Research. Tweet this 

Chevron to shed 2000 jobs, sell assets (The Age) - Mar 09, 2010

In addition, new refineries are being built. "Downstream conditions are likely to be difficult for the next several years," Mike Wirth, executive vice president of Chevron's global downstream business, said in a statement. Argus Research analyst Phil Weiss said he believes Chevron is making the right move but he questions whether the producer will get a good price for the assets in the difficult business environment which has affected the entire sector. 
Phil Weiss
Phil Weiss
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  Argus Research analyst <span class="analyst">Phil Weiss</span> said he believes <span class="company">Chevron</span> is making the right move but he questions whether the producer will get a good price for the assets in the difficult business environment which has affected the entire sector. Tweet this 

Chevron plans to cut 2,000 jobs, sell some overseas assets in restructuring (US-Chevron-Job-Cuts) (Oilweek Online) - Mar 09, 2010

conditions are likely to be difficult for the next several years, Mike Wirth, executive vice president of Chevron`s global downstream business, said in a statement.Argus Research analyst Phil Weiss said he believes Chevron is making the right move but he questions whether the producer will get a good price for the assets in the difficult business environment which has affected the entire sector.Chevron has said it will reduce spending by $1 billion this year on downstream businesses, which include refining, marketing and transportation.Chevron wants to focus its downstream portfolio in North America and the Asian Pacific region, and is shifting its production toward natural gas and Asian assets.In addition to seeking bids for the Pembroke refinery and for fuels marketing, aviation and lubricants businesses in the Caribbean and Central America, Chevron said it is reviewing refinery operations in Hawaii and other undisclosed operations outside South Africa, Avram said.Chevron has growing operations in Canada, where it is a minority partner in the Athabasca oilsands project in northern Alberta, a project operated by Shell Canada and which includes Marathon Oil Corp.It also owns a 75 year old refinery in suburban Vancouver, where it refines diesel and gasoline to supply its gas station network in British Columbia and Alberta. 
Phil Weiss
Phil Weiss
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  Research analyst <span class="analyst">Phil Weiss</span> said he believes <span class="company">Chevron</span> is making the right move but he questions whether the producer will get a good price for the assets in the difficult business environment which has affected the entire sector.<span class="company">Chevron</span> has said it will reduce spending by $1 billion this year on downstream businesses, which include refining, marketing and transportation.<span class="company">Chevron</span> Tweet this 

Chevron to cut 2,000 jobs, sell some overseas assets (USATODAY.com Money - Top Stories) - Mar 09, 2010

In addition, new refineries are being built. "Downstream conditions are likely to be difficult for the next several years," Mike Wirth, executive vice president of Chevron's global downstream business, said in a statement. Argus Research analyst Phil Weiss said he believes Chevron is making the right move but he questions whether the producer will get a good price for the assets in the difficult business environment which has affected the entire sector. 
Phil Weiss
Phil Weiss
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  Argus Research analyst <span class="analyst">Phil Weiss</span> said he believes <span class="company">Chevron</span> is making the right move but he questions whether the producer will get a good price for the assets in the difficult business environment which has affected the entire sector. Tweet this 

Chevron to shed 2,000 jobs, sell some assets (Real Clear Markets) - Mar 09, 2010

In addition, new refineries are being built. "Downstream conditions are likely to be difficult for the next several years," Mike Wirth, executive vice president of Chevron's global downstream business, said in a statement. Argus Research analyst Phil Weiss said he believes Chevron is making the right move but he questions whether the producer will get a good price for the assets in the difficult business environment which has affected the entire sector. 
Phil Weiss
Phil Weiss
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  Argus Research analyst <span class="analyst">Phil Weiss</span> said he believes <span class="company">Chevron</span> is making the right move but he questions whether the producer will get a good price for the assets in the difficult business environment which has affected the entire sector. Tweet this 

Chevron to shed 2000 jobs, sell some assets (The Associated Press) - Mar 09, 2010

In addition, new refineries are being built. "Downstream conditions are likely to be difficult for the next several years," Mike Wirth, executive vice president of Chevron's global downstream business, said in a statement. Argus Research analyst Phil Weiss said he believes Chevron is making the right move but he questions whether the producer will get a good price for the assets in the difficult business environment which has affected the entire sector. 
Phil Weiss
Phil Weiss
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  Argus Research analyst <span class="analyst">Phil Weiss</span> said he believes <span class="company">Chevron</span> is making the right move but he questions whether the producer will get a good price for the assets in the difficult business environment which has affected the entire sector. Tweet this 

Chevron, Exxon Expected to Continue Aggressive Spending (Rigzone.com: Industry Headlines) - Mar 07, 2010

Analysts from UBS said in a note to clients that the company is more likely to announce more aggressive divestitures of the retail assets and vigorous cost cutting than the closure of any of its refineries. In 2009, Chevron exited multiple international downstream retail markets, including Nigeria, Brazil, Uganda and Kenya. Chevron, which is more vulnerable than other major U. S oil companies to the low return marketing business, is likely to continue that strategy, UBS said. The company could also announce the reinstatement of its share repurchase program, suspended in the fourth quarter of 2008 when oil prices drastically fell, said Phil Weiss, an analyst at Argus Research. "With a stronger commodity price environment than last year, we estimate Chevron could spend $4 billion in share repurchases," UBS said 
Phil Weiss
Phil Weiss
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  The company could also announce the reinstatement of its share repurchase program, suspended in the fourth quarter of 2008 when oil prices drastically fell, said <span class="analyst">Phil Weiss</span>, an analyst at Argus Research. Tweet this 

Domino's Pizza Reborn? Risky Campaign, New Recipe Help Boost Sales (Daily Finance) - Mar 05, 2010

While the earnings boost is partially attributable to better margins and lower interest expenses, one big motivator has been the company's new and improved recipe. "Traffic growth was the most significant in the fourth quarter; and this positive momentum has continued thus far in 2010, as sales and traffic have increased significantly since the launch of our new core pizza," said Domino's chairman and CEO, David A. Brandon, in the company's earnings statement. John Staszak, a gaming, restaurant and hotel analyst at Argus Research says Domino's resurgence won't be a one quarter phenomenon. The "new menu and new products are a very impressive effort," he said. Looking forward, he is convinced that the company's year over year growth will continue 
John Staszak
John Staszak
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Recent Research on Domino's Pizza Inc (DPZ)
Dominos Pizza Inc Investor Day (Thomson Street Events)- Jan 13, 2010
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Share:  <span class="analyst">John Staszak</span>, a gaming, restaurant and hotel analyst at Argus Research says <span class="company">Domino</span>'s resurgence won't be a one quarter phenomenon. Tweet this 

Analysts Remain Bullish on Schlumberger After Bid for Smith International (Research Recap) - Mar 01, 2010

A takeover of Smith might prompt antitrust regulators to force asset sales to prevent Schlumberger from having too much market share in certain categories, Argus Research analyst Philip Weiss said . 
Phil Weiss
Phil Weiss
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  A takeover of Smith might prompt antitrust regulators to force asset sales to prevent <span class="company">Schlumberger</span> from having too much market share in certain categories, Argus Research analyst <span class="analyst">Philip Weiss</span> said . Tweet this 

A takeover of Smith might prompt antitrust regulators to force asset sales to prevent Schlumberger from having too much market share in certain categories, Argus Research analyst Philip Weiss said . 
Phil Weiss
Phil Weiss
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Recent Research on Smith International, Inc. (SII)
Summary: Smith International Inc. (S&P Credit Research)- Nov 16, 2009
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Share:  A takeover of <span class="company">Smith</span> might prompt antitrust regulators to force asset sales to prevent Schlumberger from having too much market share in certain categories, Argus Research analyst <span class="analyst">Philip Weiss</span> said . Tweet this 

Ultra-Deepwater Drilling Likely to Remain Profitable (Rigzone) - Feb 25, 2010

The projects on which these mammoth rigs can take years to complete, and hinge on a long term view of commodity prices and energy demand rather than near term market forces, which can drive down investment in smaller, short term projects. Phil Weiss, an analyst with Argus Research Co in New York, said companies have yet to tap all the deepwater offshore drilling opportunities. "Cheap oil has all been found. 
Phil Weiss
Phil Weiss
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Recent Research on Transocean Limited (RIG)
Q3 2009 Transocean LTD. Earnings Conference Call (Thomson Street Events)- Nov 04, 2009
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Share:  <span class="analyst">Phil Weiss</span>, an analyst with Argus Research Co in New York, said companies have yet to tap all the deepwater offshore drilling opportunities. Tweet this 

Newmont Mining fourth-quarter profit soars with gold prices (businessday.com.au Business News.) - Feb 25, 2010

The Denver mining giant will boost its budget for developing new mines by 40 per cent this year. Argus Research analyst Bill Selesky said Newmont has been slower than other mining companies to commit to a significant exploration program in the last five years. "I think they're just making up for lost time," he said. Newmont said it will work this year to bring its Boddington mine in Australia into full production and continue development of projects in Nevada, Ghana, Peru and Canada. Barnard Jacobs Mellet analyst Patrick Chidley said he hopes two or three of the projects will be put into production in the next four years. 
Bill Selesky
Bill Selesky
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Recent Research on Newmont Mining Corporation (NEM)
Newmont Mining Corporation (Moody's Global Credit Research)- Sep 17, 2009
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Share:  Argus Research analyst <span class="analyst">Bill Selesky</span> said <span class="company">Newmont</span> has been slower than other mining companies to commit to a significant exploration program in the last five years. Tweet this 

Conoco's Divestiture Plan Seen Hinging on Syncrude (Bloomberg) - Feb 25, 2010

A shortfall in proceeds from the 9 percent Syncrude stake might lead ConocoPhillips to consider selling its interest in Russia's OAO Lukoil , said Philip Weiss , an analyst at Argus Research. 
Phil Weiss
Phil Weiss
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Recent Research on Lukoil OAO (LKOH)
Q3 2009 Lukoil Earnings Conference Call (Thomson Street Events)- Dec 08, 2009
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Share:  A shortfall in proceeds from the 9 percent Syncrude stake might lead ConocoPhillips to consider selling its interest in Russia's <span class="company">OAO Lukoil</span> , said <span class="analyst">Philip Weiss</span> , an analyst at Argus Research. Tweet this 

A shortfall in proceeds from the 9 percent Syncrude stake might lead ConocoPhillips to consider selling its interest in Russia's OAO Lukoil , said Philip Weiss , an analyst at Argus Research. 
Phil Weiss
Phil Weiss
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Recent Research on ConocoPhillips (COP)
ConocoPhillips (Moody's Global Credit Research)- Feb 02, 2010
Credit Analysis: ConocoPhillips (Fitch Research)- Nov 30, 2009
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Share:  A shortfall in proceeds from the 9 percent Syncrude stake might lead <span class="company">ConocoPhillips</span> to consider selling its interest in Russia's OAO Lukoil , said <span class="analyst">Philip Weiss</span> , an analyst at Argus Research. Tweet this 

A shortfall in proceeds from the 9 percent Syncrude stake might lead ConocoPhillips to consider selling its interest in Russia's OAO Lukoil , said Philip Weiss , an analyst at Argus Research. 
Phil Weiss
Phil Weiss
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  A shortfall in proceeds from the 9 percent <span class="company">Syncrude</span> stake might lead ConocoPhillips to consider selling its interest in Russia's OAO Lukoil , said <span class="analyst">Philip Weiss</span> , an analyst at Argus Research. Tweet this 

Conoco's $10 Billion Divestiture Plan Seen Hinging on Syncrude (BusinessWeek) - Feb 25, 2010

A shortfall in proceeds from the 9 percent Syncrude stake might lead ConocoPhillips to consider selling its interest in Russia's OAO Lukoil, said Philip Weiss, an analyst at Argus Research. 
Phil Weiss
Phil Weiss
Quotability Index: the stars indicate how frequently this analyst is quoted in the Street Pulse sources. Five stars represent the top quintile, four stars the next and so forth.  
Share:  A shortfall in proceeds from the 9 percent Syncrude stake might lead <span class="company">ConocoPhillips</span> to consider selling its interest in Russia's OAO Lukoil, said <span class="analyst">Philip Weiss</span>, an analyst at Argus Research. Tweet this 

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