Natural Resources >> Sector Roundtables >> May 31, 2004
Robert MacKenzie joined FBR Capital Markets in September 2002 as a Senior Analyst in the Energy Equity Research group, where he followed oilfield service, equipment and drilling companies. Prior to joining FBR, Mr. MacKenzie spent two and a half years as an Associate Analyst with Citigroup covering oilfield equipment and services companies, as well as land drilling contractors. Prior to that, he spent one year as an Associate Analyst with (Capital One) Southcoast Capital, covering oilfield service companies and offshore drilling contractors. Before entering the field of equity research, Mr. MacKenzie spent six years at Schlumberger in field operations and management. In the 2008 Bloomberg and Forbes.com Blue Chip Analyst Awards, he ranked number five in the oilfield machinery and services sector. In 2009 Mr. MacKenzie received a Blue Chip Analyst Award from Forbes.com, ranking number two in the oilfield machinery and services sector. He also ranked among the top three earning estimators in the energy equipment and services sector by Financial Times/StarMine in 2009. Mr. MacKenzie received his B.S. in mechanical engineering from Queen's University in Canada and received his MBA in finance from the A.B. Freeman School of Business at Tulane University. Profile
MICHAEL K. LaMOTTE joined J.P. Morgan Securities in March 2001 as a
Managing Director in the Equity Research Department, and is responsible
for the oil services and equipment sector. He has followed the upstream
oil and gas industry for 12 years. His previous positions include
Managing Director and Senior Oil Services Analyst at Banc of America
Securities, Deputy Manager and Senior Oil Services Analyst at Brown
Brothers Harriman & Company, and Vice President and Senior E&P Analyst
at NatWest Markets. He has a Bachelor of Arts Degree in Economics with a
minor in French from Vanderbilt University. He ranked second in earnings
estimate accuracy in the 2002 Starmine Top Analyst Performance Survey,
and first in earnings forecasting in the 2000 and 2001 Wall Street
Journal Best on the Street Analyst Survey. He is a member of the CFA
Institute, the Dallas Society of Financial Analysts, the National Ocean
Industries Association, and the National Association of Petroleum
Investment Analysts. Profile
JOHN KARTSONAS joined Smith Barney in May 2004 as an analyst covering
the tanker shipping industry. Prior to joining Smith Barney, Mr.
Kartsonas was an industry analyst at Standard & Poor's Equity Research
covering the oilfield services and shipping industries. In 2003, he
ranked among the Wall Street Journal's 'Best on the Street' analyst
survey for his coverage of the oil sector. In the past, he served two
years in the Operations and Training department of the Greek Navy. Mr.
Kartsonas holds an undergraduate degree in physics and an MBA degree in
finance from the University of Rochester. Profile
perspective so far this year?
Mr. Kartsonas: If you look at the OSX Index, it is around 95, up about
5%, year over year,
