Topics covered: Shale Drilling Capital Expenditures, Oil and Gas Price Divergence, North American Hydraulic Fracturing Legislation, Frontier Oil Exploration, Emerging Market Competition
Companies covered: Apple Inc. (NASDAQ:AAPL), Sony Corp Ord (NYSE:SNE), Nokia Corporation (NYSE:NOK), Microsoft Corporation (NASDAQ:MSFT), Expedia, Inc. (NASDAQ:EXPE), Exxon Mobil Corporation (NYSE:XOM), Total SA (ADR) (NYSE:TOT), Statoil ASA (NYSE:STO), PetroChina Company Limited (NYSE:PTR), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Murphy Oil Corporation (NYSE:MUR), Marathon Oil Corporation (NYSE:MRO), Hess Corporation (NYSE:HES), ENI S.p.A. (NYSE:E), Chevron Corporation (NYSE:CVX), CNOOC Limited (NYSE:CEO), BP p.l.c. (NYSE:BP), Occidental Petroleum Corporation (NYSE:OXY), ConocoPhillips (NYSE:COP), Anadarko Petroleum Corporation (NYSE:APC), Apache Corporation (NASDAQ:APA), Williams Companies, Inc. (The) (NYSE:WMB), Questar Corporation (NYSE:STR), Plains Exploration & Productio, Pioneer Natural Resources Company (NYSE:PXD), McMoRan Exploration Co., Forest Oil Corp., Energy XXI Ltd. (NASDAQ:EXXI), El Paso Corp., Energen Corporation (NYSE:EGN), Chesapeake Energy Corporation (NYSE:CHK), Berry Petroleum Corporation (NASDAQ:BRY), Cardica, Inc. (NASDAQ:CRDC), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), Thoratec Corporation (NASDAQ:THOR), Teva Pharmaceutical Industries Limited (NYSE:TEVA), Sanofi (NYSE:SNY), Novartis AG (NYSE:NVS), Merck & Company, Inc. (NYSE:MRK), Momenta Pharmaceuticals, Inc. (NASDAQ:MNTA), Medtronic, Inc. (NYSE:MDT), Heartware International, Inc. (NASDAQ:HTWR), GlaxoSmithKline PLC (NYSE:GSK), Endologix, Inc. (NASDAQ:ELGX), Dynavax Technologies Corporation (NASDAQ:DVAX), Crosstex Energy Inc.
