|
|
 |
|
|
|
 |
|
|
|
Below are the stocks and themes currently under coverage in the Unit Economics Universe:
Equity Coverage:
Cal-Maine Foods Inc (CALM)
Cliffs Natural Resources (CLF)
Compass Minerals (CMP)
EXCO Resources (XCO)
Golar LNG Ltd (GLNG)
United States Oil Fund LP (USO)
US Natural Gas Fund (UNG)
Commodities:
U.S. Natural Gas Market
Grain Markets
Oil Markets
Iron Ore Markets
Macro/Thematic Reports:
Malthus's Peak - Recent grain price increases are structural, not cyclical.
Disruptive Technologies - Technologies such as horizontal drilling can continue disrupt commodity
prices for decades.
Ice Age Now - The new global ice age has begun!
Earnings Analysis- S&P 500 earnings trends and analysis.
In addition, Unit Economics provides investment ideas and research to clients that are not
part of our formal coverage universe.
|
|
|
|
|
Unit Economics
11 Beacon St. Suite 1400b
Boston, MA 02108
Phone: (617) 227-5872
Fax: (617) 227-5870
|
|
|
