Oil & Gas Review 2012

June 26, 2012

Buy ($175)

Companies covered: Amazon.com, Inc. (NASDAQ:AMZN), Walmart Inc. (NYSE:WMT), Unilever PLC (NYSE:UL), Staples, Inc. (NASDAQ:SPLS), Sanofi (NYSE:SNY), Nokia Corporation (NYSE:NOK), Murphy Oil Corporation (NYSE:MUR), Microsoft Corporation (NASDAQ:MSFT), Kraft Foods Inc., Alphabet Inc (NASDAQ:GOOG), Cheniere Energy, Inc. (NYSEAMERICAN:LNG), Cheniere Energy Partners, LP (NYSEAMERICAN:CQP), Western Gas Partners, LP (NYSE:WES), Vanguard Natural Resources LLC (NASDAQ:VNR), Teekay LNG Partners L.P. (NYSE:TGP), Sunoco Logistics Partners LP (NYSE:SXL), Southern Union Co., Sandridge Energy Inc. (NYSE:SD), Plains All American Pipeline, L.P. (NYSE:PAA), Inergy LP, Linn Energy, LLC (NASDAQ:LINE), EV Energy Partners, L.P. (NASDAQ:EVEP), ENERGY TRANSFER PARTNERS (NYSE:ETP), Energy Transfer Equity, L.P. (NYSE:ETE), Chesapeake Energy Corporation (NYSE:CHK), Blackstone Inc. (NYSE:BX), BP p.l.c. (NYSE:BP), Anadarko Petroleum Corporation (NYSE:APC), Valley National Bancorp (NYSE:VLY), Provident New York Bancorp, People's United Financial, Inc. (NASDAQ:PBCT), Oritani Financial Corp. (NASDAQ:ORIT), New York Community Bancorp Inc, M&T Bank Corporation (NYSE:MTB), Fulton Financial Corporation (NASDAQ:FULT), Dime Community Bancshares, Inc. (NASDAQ:DCOM), First Defiance Financial Corp. (NASDAQ:FDEF), Investors Bancorp, Inc. (NASDAQ:ISBC), Nustar Energy L.P. (NYSE:NS), Bridge Capital Holdings (NASDAQ:BBNK), SVB Financial Group (NASDAQ:SIVB), Heritage Commerce Corp (NASDAQ:HTBK), Weatherford International plc (NYSE:WFT), Schlumberger N.V. (NYSE:SLB), Oceaneering International, Inc. (NYSE:OII), National Oilwell Varco, Inc. (NYSE:NOV), Halliburton Company (NYSE:HAL), FMC Technologies, Inc. (NYSE:FTI), Cameron International Corporation (NYSE:CAM), Baker Hughes (NYSE:BKR), City National Corporation (NYSE:CYN), Comerica Incorporated (NYSE:CMA), Exxon Mobil Corporation (NYSE:XOM), Transocean Ltd. (NYSE:RIG), Patterson-UTI Energy, Inc. (NASDAQ:PTEN), Occidental Petroleum Corporation (NYSE:OXY), Noble Corporation (NYSE:NE), Nabors Industries Ltd. (NYSE:NBR), Helmerich & Payne, Inc. (NYSE:HP), Summit State Bank (NASDAQ:SSBI), Zion Oil & Gas Inc (NASDAQ:ZN), 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), ENSCO plc (NYSE:ESV), Huntington Bancshares Incorporated (NASDAQ:HBAN), FirstMerit Corporation (NASDAQ:FMER), Fifth Third Bancorp (NASDAQ:FITB), Citigroup Inc. (NYSE:C), Globecomm Systems Inc., General Motors Company (NYSE:GM), Ford Motor Company (NYSE:F), Bryn Mawr Bank Corporation (NASDAQ:BMTC), Webster Financial Corporation (NYSE:WBS), Cardinal Financial Corporation (NASDAQ:CFNL), Virginia Commerce Bancorp Inc., U.S. Bancorp (NYSE:USB), United Bankshares, Inc. (NASDAQ:UBSI), Sandy Spring Bancorp, Inc. (NASDAQ:SASR), PNC Financial Services Group, Inc. (The) (NYSE:PNC), Eagle Bancorp, Inc. (NASDAQ:EGBN), Capital One Financial Corporation (NYSE:COF), Popular, Inc. (NASDAQ:BPOP), Beneficial Bancorp, Inc. (NASDAQ:BNCL), Susquehanna Bancshares, Inc. (NASDAQ:SUSQ), S&T Bancorp, Inc. (NASDAQ:STBA), Provident Financial Services, Inc (NYSE:PFS), Hudson City Bancorp, Inc. (NASDAQ:HCBK), First Niagara Financial Group Inc. (NASDAQ:FNFG), First Commonwealth Financial Corporation (NYSE:FCF), Community Bank System, Inc. (NYSE:CBU), Bar Harbor Bankshares, Inc. (AMEX:BHB), Viewpoint Financial Group, United Financial Bancorp, Inc. (NASDAQ:UBNK), Tower Bancorp Inc., TFS Financial Corporation (NASDAQ:TFSL), The Bancorp, Inc. (NASDAQ:TBBK), State Bancorp Inc., Rockville Financial Inc., OceanFirst Financial Corp. (NASDAQ:OCFC), Northfield Bancorp, Inc. (NASDAQ:NFBK), Kearny Financial (NASDAQ:KRNY), Flushing Financial Corporation (NASDAQ:FFIC), Meridian Bancorp, Inc. (NASDAQ:EBSB), Bancorp Rhode Island, Inc., Talisman Energy Inc. (NYSE:TLM), Pioneer Natural Resources Company (NYSE:PXD), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR), Newfield Exploration Company (NYSE:NFX), Noble Energy Inc. (NYSE:NBL), Marathon Oil Corporation (NYSE:MRO), Hess Corporation (NYSE:HES), Forest Oil Corp., EOG Resources, Inc. (NYSE:EOG), Encana Corporation (NYSE:ECA), Devon Energy Corporation (NYSE:DVN), Chevron Corporation (NYSE:CVX), ConocoPhillips (NYSE:COP), Canadian Natural Resources Limited (NYSE:CNQ), Apache Corporation (NASDAQ:APA), Harmony Gold Mining Company Limited (NYSE:HMY), Camden National Corporation (NASDAQ:CAC), Evans Bancorp, Inc. (NYSEAMERICAN:EVBN)