Topics covered: Shale, Rising Costs of Equipment and Services, Offshore and Deepwater Drilling, International Increase in Capital Expenditures, Consolidation to Achieve Economies of Scale
Companies covered: Bank of the Ozarks (NASDAQ:OZRK), Wells Fargo & Company (NYSE:WFC), SCBT Financial Corp., Signature Bank (NASDAQ:SBNY), Old National Bancorp (NASDAQ:ONB), Lakeland Financial Corporation (NASDAQ:LKFN), J P Morgan Chase & Co (NYSE:JPM), Bank of America Corporation (NYSE:BAC), Philip Morris International Inc (NYSE:PM), Pfizer, Inc. (NYSE:PFE), Altria Group (NYSE:MO), Mattel, Inc. (NASDAQ:MAT), Kraft Foods Inc., Schlumberger N.V. (NYSE:SLB), Noble Corporation (NYSE:NE), Halliburton Company (NYSE:HAL), ENSCO plc (NYSE:ESV), Baker Hughes (NYSE:BKR), Microsoft Corporation (NASDAQ:MSFT), Huntington Bancshares Incorporated (NASDAQ:HBAN), FirstMerit Corporation (NASDAQ:FMER), Fifth Third Bancorp (NASDAQ:FITB), Citigroup Inc. (NYSE:C), Globecomm Systems Inc.