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Energy Sector Stock Presentation

Energy Sector Stock Presentation. Dan Geisler Olga Boder ( Firdman ) Fall 2009. Agenda. S&P 500 Energy Sector % of index top market cap top performers S&P 500 Energy Sector Top Movers industries within sector SIM energy holdings what companies and industries percent of portfolio

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Energy Sector Stock Presentation

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  1. Energy Sector Stock Presentation Dan Geisler Olga Boder(Firdman) Fall 2009

  2. Agenda • S&P 500 Energy Sector • % of index • top market cap • top performers • S&P 500 Energy Sector • Top Movers • industries within sector • SIM energy holdings • what companies and industries • percent of portfolio • performance • Sector/industry outlook • Oil supply/demand • Oil price forecast • Regression against stocks/sector • Valuation • Industries in SIM • sector as a whole • potential attractive industries • Recommendation

  3. S&P Sector Breakdown

  4. S&P 500 Top Market Cap

  5. S&P 500 Top Performers

  6. Energy and S&P 500

  7. S&P 500 Energy Sector • As of November 2 2009 • Close : 424.18 • Net Change: 1.96 • % Change: 0.46 • Year to_Date: 9.79

  8. Top Movers

  9. Top Movers

  10. Top Movers

  11. S& P 500 Industries Within Energy Sector

  12. SIM and S&P 500

  13. SIM Companies and Industries

  14. SIM Percent of Portfolio

  15. Industry • Current Prices: • Oil: $79.50 • BP: $57.55 • COP: $50.75 • RIG: $85.91

  16. Crude Oil vs. Sector Performance

  17. Regression Analysis

  18. Valuation Ratios

  19. Valuation Ratios (cont.)

  20. Valuation Ratios (cont.)

  21. Valuation Ratios (cont.)

  22. Recommendation Hold the overall % for the sector. Hold Transocean Ltd. since it’s a buy right now. Reduce the % of BP plc. – ADR and ConocoPhillips Co. Diversify our energy sector by purchasing a stock with an exposure to a non-oil energy type, like natural gas companies. Possible purchases: Chesapeake Energy the largest producers of natural gas in the nation.

  23. Questions?

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