Epstein Secrets

ent management and horrifically bad balance sheets." all, but Vancouver, which is very hard to play publicly, is the money laundering mecca of North America. Toronto real estate is also really something. short Toronto/Canadian/ Alberta real estate through being short Home Capital Group (I CC). Last J

I. The legacy part of the business provides stable and consistent free cash flows. Factoring in the 3 announced acquisitions (Esso. Topaz. Dansk Shell). dropping fuel margin to 18.Scpg. and assuming 1% fuel volume organic growth. produces a 33% upside for the Legacy business. 2. Adding on the acq

troleum dropped dramatically in the mid I990s. Now, though, natural gas is cheap and attractive. Boyajian has a map of all the shale formations in North America tacked to the wall of his office. "The world is full of shale," he notes. An earlier version of Primus' machine, tuned to pro- cess biomass, sits s

he incentives to use greenhouse gas-producing, gasoline-like fuels. And for all those concentrated octanes in my tank, I still have to pull into a Shell station to fill up on con- ventional gasoline, blended with corn ethanol, in order to drive home. e david biello is the Environment and Energy Edit

sury Budget @ 2pm*** ***YH0O annual meeting, China IP/GDP/Retail Sales out tonight*** Marriot earnings inline but lowers RevPar growth view outside North America (trading -2.1%) Supervalu 01 profit -45.0% and will review strategic options and suspend dividend (trading -26%) Infosys cuts FY13 dollar sales g

on (CEO before senate Jul 17) (trading -1.5%) Rio Tinto CFO Guy Elliott has announced plans to retire at end of 2013 (trading -2.7%) Cove Energy: Shell extends offer for Cove to July 245h after just 3.27% acceptance rate (COV LN +0.73%) Peugeot to cut 10% of its workforce and announces closure of A

petroleum dropped dramatically in the mid 1990s. Now, though, natural gas 1s cheap and attractive. Boyayian has a map of all the shale formations in North America tacked to the wall of his office. “The world is full of shale,” he notes. An earlier version of Primus’ machine, tuned to pro- cess biomass, sits sw

s the incentives to use greenhouse gas-producing, gasoline-like fuels. And for all those concentrated octanes in my tank, I still have to pull into a Shell station to fill up on con- ventional gasoline, blended with corm ethanol, in order to drivehome. © david biello is the Environment and Energy Editor