2 Of Goldman Sachs’ Favorite Energy Names $NE $SLB
By Bret Jensen 4 reasons NE is a bargain at $40 a share: I last wrote about Noble when it traded at $34 a share in November. It is still cheap here at 9x 2014′s projected earnings. Analysts expect revenues to grow better than 20% in both FY2013 & FY2014 and the stock sells for … Read more
Carl Icahn Has Taken Transocean to the Next Level $RIG
By Jason Simpkins I have a confession to make: Transocean (RIG) is one of my favorite stocks. And by now, it should be one of yours too. Late last year, we predicted the company would beat earnings, and it came through for us in a big way. In fact, Transocean performed so well that we … Read more
Oilfield Service Comparison: Why Halliburton Has The Most Upside $BHI $HAL $SLB
By Jeff Williams When looking to invest in the oilfield service sector three names should be analyzed: Halliburton (HAL), Schlumberger NV (SLB) and Baker Hughes (BHI). There are many ways to compare companies with similar businesses. In this comparison, I will look at the company’s revenues, operating margins, liabilities, working capital, debt to capitalization, return … Read more
Schlumberger, Kinder Morgan Inc. Crush Earnings – What Does It Mean Going Forward? $SLB $KMI
By Jason Simpkins We’re just a few weeks into the latest batch of earnings reports, and still far from the peak. Every company is unique, but it’s helpful to choose a few bellwether stocks that can provide early information on just what sort of challenges and opportunities will drive your investments over the next few … Read more
Shorting Schlumberger After Earnings $SLB
Schlumberger Limited (SLB) reported 4th quarter and 2012 fiscal year earnings on Friday, January 18th of $1.08 per share, one cent above analyst estimates. Revenue for the year climbed 14% over the previous year and EPS increased 15.5% from 2011. Growth in 2012 was driven by a 16% increase in international revenue and North America … Read more
