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Wednesday, April 7, 2010 as of 11:14 AM ET

Liz-Vision
  • November 29, 2010 04:25 PM UTC by Liz Claman

    65 Companies Citi's Levkovich Says Show Him Emerging Markets Might Be Overdone

    Citigroup’s Investment Research Chief U.S. Equitiy Strategist Tobias Levkovich has figured out a way to read whether emerging markets still have room to run.

    He and his team ran the list below.. these are companies that have 30% or more exposure to emerging markets.  Most have done extraordinarily well. That tells Levkovich that, like some of our Thanksgiving turkeys, these emerging countries and their recent success may be a bit overdone.

    –Liz

    Smart Modular Technologies (SMOD): 54%

    Cummins Inc. (CMI): 50%

    Celanese Corp. (CE): 40%

    Mosaic (MOS): 40%

    Visa Inc. (V): 37%

    Huntsman (HUN): 36%

    Nalco (NLC): 36%

    YUM Brands (YUM): 35%

    Lubrizol Corp (LZ): 34%

    Emerson Electric Co. (EMR): 34%

    3M Co. (MMM): 33%

    DOW Chemical (DOW): 32%

    DuPont (DD): 30%

    Potash Corp (POT): 30%

    Procter & Gamble Co. (PG): 30%

    Corning (GLW): 30%

    Owens-Illinois Inc. (OI): 30%

    Rexam PLC (REX): 30%

    Caterpillar (CAT): 28%

    Eaton Corp (ETN): 28%

    Parker-Hannifin Corp (PH): 28%

    Eastman Chemical Co. (EMN): 28%

    Praxair Inc. (PX): 28%

    Monsanto Co. (MON): 28%

    Boeing (BA): 28%

    Mastercard (MA): 26%

    SPX (SPW): 26%

    Albemarle Corp (ALB): 25%

    Cytec Industries (CYT): 25%

    Crown Holdings (CCK): 25%

    American Tower Corp (AMT): 21%

    Ecolab Inc. (ECL): 20%

    Ingersoll-Rand (IR): 20%

    Bemis Co. (BMS): 20%

    Sealed Air Corp (SEE): 20%

    Deere & Co. (DE): 20%

    Danaher Corp. (DHR): 19%

    Merck & Co. (MRK): 18%

    Air Products & Chemicals Inc. (APD): 18%

    General Electric (GE): 18%

    PPG Industries (PPG): 17%

    United Technologies Corp. (UTX): 17%

    Autodesk Inc. (ADSK): 15%

    DirecTV (DTV): 15%

    Cooper Industries (CBE): 15%

    Eli Lilly & Co. (LLY): 15%

    Pfizer (PFE): 15%

    Valspar Corp (VAL): 14%

    Manpower Inc. (MAN): 10%

    Sherwin-Williams Co. (SHW): 9%

    Estee Lauder (EL): 9%

    Silgan Holdings (SLGN): 9%

    Ball Corp (BLL): 8%

    General Dynamics Corp (GD): 6%

    Brown-Forman (BFB): 5%

    Graham Packaging (GRM): 5%

    Paccar Inc. (PCAR): 5%

    Bristol-Myers Squibb Co. (BMY): 4%

    Agrium Inc. (AGU): 4%

    Wal-Mart Stores (WMT): 4%

    Starwood Hotels & Resorts (HOT): 35% of EBITDA

    Chicago Bridge & Iron (CBI): EMEA: 25% A/P: 8%

    Fluor Corp (FLR): EMEA: 29% A/P: 9%

    Foster Wheeler (FWLT): EMEA: 29%, A/P: 54%

    McDermott Intl (MDR): ME: 59%, E/A/P: 25%

    Regency plans system expansions.(Projects)(Regency Energy Partners LP)(Eagle Ford Shale)

    Pipeline & Gas Journal July 1, 2011 Regency Energy Partners LP has entered into agreements to provide gas and condensate gathering services for a producer in the Eagle Ford Shale. Regency has agreed to construct facilities to perform these services, including a wellhead gathering system, at an expected cost to Regency of approximately $450 million. The EF Expansion will be owned and operated by Regency and will tie into Regency’s existing gathering system. In addition, Regency has purchased certain existing midstream assets located in the Eagle Ford Shale that will be owned and operated by Regency as part of the EF Expansion. go to web site eagle ford shale

    Upon completion, Regency’s south Texas system will be capable of gathering, compressing, treating and transporting up to 1 Bcf/d of natural gas and 26,500 bpd of condensate to downstream outlets.

    When fully developed, the EF Expansion will include:

    * construction of a 400-mile wellhead gathering system on 150,000 acres of dedicated acreage in Webb, Dimmit and LaSalle counties in south Texas;

    * installation of 125,000 horsepower of compression; and * construction of four gas and condensate export terminals.

    “The EF Expansion significantly broadens our south Texas gathering platform in the Eagle Ford Shale and positions Regency to offer similar services to other key producers in this prolific shale play,” said Keith Crawford, regional vice president of Regency. “The EF Expansion is fully contracted and underwritten by long-term, fee-based contracts with minimum volume commitments. In addition, the midstream assets purchased will provide immediate cash flow.” Regency also announced an expansion of its Tilden Treating Facility to meet increasing producer demand in the Eagle Ford Shale. Upon completion, the expansion will provide an incremental 20 MMcf/d of treating capacity to the facility, which is strategically located in McMullen County, TX, an area experiencing higher sour gas volumes associated with increasing Eagle Ford Shale production. eaglefordshalenow.net eagle ford shale

    The Tilden Expansion is expected to be completed in the fourth quarter of 2011.

about this blog

  • Liz Claman joined FOX Business Network (FBN) as an anchor in October 2007. Her debut included an exclusive interview with Berkshire Hathaway CEO and legendary investor Warren Buffett.

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