| Enron’s Missed Opportunity White Paper – “In 2000, Schroder’s estimated the ultimate worth of Enron’s bandwidth trading effort at $36 billion, more than the combined value of Enron’s electricity and natural gas business” (Raymond C. Niles and Dale F. Meyerhoeffer, “Bandwidth Trading: Enron,” Schroder & Co, Inc., January 12, 2000, p. 13. Skilling produced the same estimate at an investor meeting in 2001 (Adam Levy, “Inside Enron,” Bloomberg Markets, May 2001, p.31.) ) |
January 28, 2014 |
| CSFB -STRONG BUY |
November 23, 2001 |
| CSFB – 10-Q Raises Further Concerns |
November 21, 2001 |
| Credit Downgrade |
November 19, 2001 |
| Credit Update |
November 19, 2001 |
Smith Barney – DOWNGRADE TO 3S FROM 1S; CREDIT CONCERNS 3S (Neutral, Speculative)
NEED TO BE ADDRESSED |
October 26, 2001 |
Smith Barney – CAUTIOUS OUTLOOK NEAR TERM, CHANGE TO 1S 1S (Buy, Speculative)
(BUY, SPECULATIVE) |
October 25, 2001 |
| CSFB – Credit Profile Attractive |
October 24, 2001 |
| CS – Attractive |
October 24, 2001 |
| Smith Barney – THE BALANCE SHEET MATTERS; PROSPECT FOR 1H (Buy, High Risk) FURTHER WRITEDOWNS |
October 19, 2001 |
| Bernstein – California Utility Settlement and Indian Asset Sale are Catalysts for restoring Confidence. Outperform. |
October 4, 2001 |
| Sandler – Strong Buy – We think it is time to average into the stock. |
September 28, 2001 |
| Bernstein – Bruised But Strong Upgrade to Outperform |
September 21, 2001 |
| CSFB – Strong Buy Mgmt Depth, Trends Positive |
August 17, 2001 |
| CSFB – Enron CEO Resigns |
August 15, 2001 |
| Bear Stearns Man Overboard! What About The Ship? |
August 15, 2001 |
| CIBC – Solid results |
July 12, 2001 |
| CS – Strong Buy |
April 18, 2001 |
| Wall Street Transcript Interview – with ENE Managing Director of Transportation Dan McCarthy |
March 12, 2001 |
| Bear Stearns Attractive Rating $98 Target |
January 26, 2001 |
| Prudential – Plans To Rescue Its Drowning Water Subsidiary, Azurix |
November 2, 2000 |
| Commerzbank – Enron is one of the largest and most innovative companies – Hold |
May 22, 2000 |
| Prudential – Strong Buy – The company owns over $30 billion in assets |
April 18, 2000 |
| CSFB – reported record earnings yesterday |
April 13, 2000 |
| First Union Price target $90 |
April 5, 2000 |
| PaineWebber – Attractive “Intense Would Be an Understatement” |
January 28, 2000 |
| Prudential – Enron left analysts and investors “giddy” after recent conference |
January 21, 2000 |
| RS- All systems appear go. We reiterate our “Buy” rating on this stock. |
January 21, 2000 |
| DLJ – Top Pick |
January 21, 2000 |
| RS – Buy Rating – Outlook for 2000 Solid |
January 18, 2000 |
| Schroders – We are raising our 12-month price target to $75 from $60. – Link wasremoved by request of articles co- author, Dale Meyerhoeffer. We subsequently found another link, and here is the original report. |
January 12, 2000 |
| CIBC – Buy Rating |
January 6, 2000 |
| CS -Increasing ROIC, through the pursuit and creation of entirely new unregulated businesses, should lead to accelerating earnings growth and sustainable P/E multiple expansion over the next several years. |
November 30, 1999 |
| RS – Buy Rating – To Sell Portland General Electric; This Makes Good Sense, in Our View |
November 8, 1999 |
| RS – Buy Rating – The company’s press release speaks for itself. |
October 12, 1999 |
| Credit Analysis – Portland General |
September 29, 1999 |
| Credit Analysis Update |
September 17, 1999 |
| RS – Communications the Next Poster Child |
July 13, 1999 |
| CS – A Real (and Valuable) Option in Communications |
July 6, 1999 |
| Robertson Stephens – Enron is moving aggressively to capitalize on opportunities |
April 12, 1999 |
| Credit Analysis — Update |
May 26, 1999 |
| CIBC – Shares Should Hold Multiple Premium |
January 25, 1999 |
| Sanders Morris Mundy – Hold |
January 29, 1999 |
| Jefferies – We reiterate our strong Buy |
May 27, 1998 |
| Schroders – “IT’S 1998: WELCOME TO COMPETITION, HERE’S YOUR TOP CONTENDER |
January 28, 2014 |
CSFB – It is absolutely the best-positioned company to capitalize on further growth in wholesale gas marketing, wholesale electric marketing, and retail gas and electric marketing, business lines that we continue to believe hold huge profit
potential. |
February 3, 1997 |
| Warburg – Enormous Opportunity |
October 11, 1996 |
| CSFB – Buy |
July 29, 1996 |
