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Noble Corp. (NE)

5/27/2018

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Noble Corp is an offshore drilling contractor. 
Offshore drillers have experienced a period of high distress following the multi-year decline of crude oil.
Noble has a respectable backlog and is trading at lower price multiples as compared to peers.
If crude oil manages to sustain the recent price rise above $50, Noble and others may prove to be a bargain.

Noble is a High-Risk: High-Reward Investment whose risks must be seriously weighed before initiating a position. 
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ne_noble_corp.pdf
File Size: 2447 kb
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Senior Housing Properties Trust (SNH)

5/7/2018

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Senior Housing Properties Trust (SNH) is a healthcare REIT strongly positioned to capitalize on aging demographic trends.
At these price levels, the stock is offers an attractive yield with limited downside price-risk.
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snh_executive.pdf
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Tesla (TSLA)

5/6/2018

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Tesla stock is grossly mispriced by any rational metric. The stock is a strong-sell at these prices.
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TSLA_equity_research.pdf
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U.S Silica.

5/3/2018

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U.S. Silica is an interesting play on American hydraulic fracturing (Fracking).
The company has made significant investments in their transportation network and is sitting on large amounts of high-quality 'northern white' silica reserves. 
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slca_executive_summary.pdf
File Size: 744 kb
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industry Research.zip
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    R. J. Sullivan IV

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