BHI : Analysis & Opinions

  1. Abenomics Finds Recession, Selloff - Ahead of Wall Street

    November 17, 2014
    The hope was that spending will get back to 'normal' in the September quarter and start ramping up in the final quarter of ...
  2. Bear of the Day: Carbo Ceramics (CRR) - Bear of the Day

    November 14, 2014
    Bear of the Day: Carbo Ceramics (CRR) - Bear of the Day
  3. Bear of the Day: Baker Hughes (BHI) - Bear of the Day

    November 4, 2014
    Bear of the Day: Baker Hughes (BHI) - Bear of the Day
  4. Early Q3 Earnings Not Driving the Market - Ahead of Wall Street

    October 16, 2014
    This morning's solid jobless claims report and a slew of earnings announcements will likely have no bearing on the overall ...
  5. 5 Oil Stocks To Watch Before Labor Day Weekend

    August 27, 2014
    Judging by the consensus price targets, or where analysts expect share prices to go, U.S. oil companies in various categories ...
  6. Oil & Gas Stocks May 'Feel the Heat' - Industry Outlook

    April 29, 2014
    Oil & Gas Stocks May 'Feel the Heat' - Industry Outlook
  7. 3 Oilfield Stocks For Value And Growth

    April 18, 2014
    The market seems to be in upheaval this year, yet the S&P is only down 1% year to date. So what's going on? #-ad_banner-#Simply ...
  8. As global energy demand continues to trend higher, more pressure is being placed on finding new sources of supply.

    CAPEX Spending In The Energy Sector Keeps On Growing

    January 31, 2014
    As global energy demand continues to trend higher, more pressure is being placed on finding new sources of supply. That fact ...
  9. This $200 Billion Hedge Fund Is Big On These 2 Stocks -- Are ...

    December 11, 2013
    I'm often asked how I come up with a consistent stream of investment ideas. There is really no single answer to this question.I ...
  10. Weatherford Burning Through Its Benefits Of The Doubt

    August 1, 2013
    Weatherford posts a significant operating miss, and needs to get better soon
  11. Expectations, Not Operations, Weighing On Halliburton

    July 22, 2013
    Halliburton is keeping pace with its siblings, and still looks like a good play on an energy services recovery
  12. Schlumberger Leads The Way, Like It Usually Does

    July 22, 2013
    Once again, Schlumberger leads the way among the major energy service companies.
  13. Baker Hughes Still Playing Third Fiddle

    July 22, 2013
    Baker Hughes didn't execute particularly well, and expectations for a quick improvement may be optimistic.
  14. Halliburton Has Gotten Interesting Again

    April 22, 2013
    If oilfield activity has bottomed, Halliburton would be a good pick here.
  15. Schlumberger Looks Good At Today's Prices

    April 22, 2013
    Schlumberger remains the best of breed in the oil services sector, and the price is getting attractive.
  16. Dover May Be Bottoming, But The Street's Already Thinking Recovery

    April 18, 2013
    Dover management is continuing to make the case that results will improve in the second half of 2013. Remember that while ...
  17. Have Investors Gone Overboard With Halliburton?

    January 29, 2013
    Halliburton did better than expected, but North America is still dragging heavily.
  18. Schlumberger Still Facing A Tough Enviroment

    January 22, 2013
    Schlumberger is still facing tough industry conditions.
  19. Another Quarter Of Discontent For Energy Services?

    December 17, 2012
    Early warnings point to another bad quarter for service companies.
  20. Liquefied Natural Gas Costs Set To Rise

    November 19, 2012
    Here is a review of events impacting investors and stocks that occured in the energy sector in the week ending Nov. 16, 2 ...
  21. Will Core Labs Get Much Cheaper?

    November 13, 2012
    Core Labs is as close to cheap as this high-quality service provider usually gets
  22. Schlumberger's: The Reliable Name In An Unreliable Sector

    October 25, 2012
    Schlumberger leads its sector, but how much is leadership worth?
  23. Ecolab Continues A Switch From Defense To Offense

    October 25, 2012
    Ecolab is taking on some risk but improving its growth prospects with a deal for Champion.
  24. Baker Hughes Shows That It Can Always Get Worse

    October 22, 2012
    Disappointing margins aren't helping Baker Hughes improve its reputation.
  25. Energy Sector Recap Week Ending October 12, 2012

    October 15, 2012
    A review of important events that occurred in the energy sector for the week ending Oct. 12, 2012.
  26. September Rail Data - Coal Still Weak, Are Industrials Next?

    October 10, 2012
    Is slowing industrial demand something to worry about?
  27. U.S. Drilling Rig Count Dips Further - Analyst Blog

    October 3, 2012
    In its weekly release, Houston-based oilfield services company Baker Hughes Inc. (BHI) reported a dip in the U.S. rig count ...
  28. Is Basic Energy Already Priced For The Worst Case?

    August 1, 2012
    Basic Energy's valuation seems to assume a much worse decline than the company is seeing. Although the stock looks undervalued, ...
  29. Weatherford Has To Be Better

    July 25, 2012
    Weatherford is cheap, but not without good reason.
  30. Is Halliburton Finding The Bottom?

    July 24, 2012
    Halliburton seems more stable, but the energy market is still vulnerable.
  31. Better Operating Performance Should Let Baker Hughes' Value Emerge

    July 23, 2012
    Baker Hughes is still facing a difficult 2012, but the self-inflicted wounds seem to be healing.
  32. Energy Sector's Biggest Movers for July 20, 2012: BHI and More

    July 20, 2012
    The market has been slipping so far today. The Nasdaq has slipped 0.7%; the S&P 500 has decreased 0.7%; and the Dow is ...
  33. Upcoming Energy Events You Should Know This Week

    July 17, 2012
    This will be an interesting week for investors as the earning season starts with two large oil service companies.
  34. Goldman Says Now Is The Time For Energy Stocks

    June 4, 2012
    With the market's steep sell-off over the last few weeks, a variety of bargains are beginning to emerge. According to investment ...
  35. Baker Hughes - Q1 2012 Review

    April 30, 2012
    Baker Hughes reported lower pretax margins in the company's North American operations, as the company was hurt by an industry ...
  36. Is This The Trough For Halliburton?

    April 19, 2012
    We look at the energy industry and see if Halliburton has seen the worst, and whether future difficulties are already priced ...
  37. Halliburton Q1 2012 Earnings Review

    April 19, 2012
    Halliburton reported solid earnings for the first quarter of 2012, but is still having to deal with disruption related to ...
  38. Flotek Looks To Keep Growth Flowing

    April 6, 2012
    Flotek is riding the oil boom with patented technology.
  39. Natural Gas Producers Are A Bargain

    March 26, 2012
    Natural gas prices have been falling by the wayside, but recent production cuts at a variety of firms may finally be working. ...
  40. Weatherford's Tax Issues Shouldn't Obscure A Good Story

    February 27, 2012
    Weatherford has the right skills in the right markets.
  41. Is Basic Energy Services An Overlooked Stock?

    February 27, 2012
    Despite underperforming over the last six months, Basic Energy offers an impressive valuation discount.
  42. Land Drilling Cycle Tries For One More Year

    February 9, 2012
    Oil companies have not yet seen the impact of cuts in dry gas drilling. Most of this activity is shifting to oil and liquid ...
  43. Oil Service Companies Hit By Dry Gas Drilling Cuts

    January 31, 2012
    Some oil companies have been hurt by cuts in dry gas drilling in North America. Others are still optimistic about activity ...
  44. Will Low Prices Gas Halliburton's Margins?

    January 24, 2012
    Halliburton's North American margins are an issue, but is the value too compelling to ignore?
  45. Kirby Not Just Floating Along

    December 8, 2011
    Kirby is a great mix of stability and growth potential.
  46. A Superior Offer For Complete Production

    October 14, 2011
    Superior makes a bid for further energy service consolidation.
  47. Time To Buy The Land Drillers

    October 12, 2011
    Land drillers are benefiting as both natural gas and oil drilling activity continues to increase. The market’s recent rout ...
  48. Can Drilling Growth Prop Up Carbo Ceramics?

    August 5, 2011
    Carbo Ceramics needs to boost capacity and see overseas demand improve.
  49. Oil Service Companies Love Iraq

    August 3, 2011
    Oil service companies are seeing an increase in business from customers working in Iraq, as the country works toward its ...
  50. Coiled Tubing Capacity Set To Grow

    July 26, 2011
    The industry is adding a large amount of coiled tubing capacity in the United States in 2011, as operators utilize these ...
  51. Petrohawk Flies Into The Sunset

    July 19, 2011
    BHP's deal for Petrohawk shows that large buyers care about asset value more than stock market prices.
  52. A Look At Basic Energy Services

    July 11, 2011
    This company offers a range of oil services to U.S. operators, and it has seen extra growth from core operations in the Permian ...
  53. Newpark Resources Loves Drilling Fluids

    June 24, 2011
    Newpark Resources is in the drilling fluids business and is going head-to-head with the big three oil service companies in ...
  54. Complete Production Services

    June 23, 2011
    Complete Production Services is tied to the drilling cycle in the U.S. and will see increased demand for its services and ...
  55. A Look At Helmerich And Payne

    June 13, 2011
    Helmerich and Payne is leveraged to the United States drilling cycle and benefiting from the increase in drilling.
  56. Whiting Petroleum: Right Place, Right Time, Right Type

    April 29, 2011
    Whiting's shortfall this quarter is a buying opportunity for aggressive investors.
  57. Baker Hughes Sees Bright Future

    April 4, 2011
    Baker Hughes sees positive industry trends supporting long term demand for oil services.
  58. Land Rig Count Moves Slowly Upward

    March 4, 2011
    The land rig count in North America is rising and management teams of major land rig companies see it continuing in 2011. ...
  59. Frac Tech Services To Go Public In 2011

    December 20, 2010
    Frac Tech Services, which offers hydraulic fracturing services to exploration and production companies, is going public in ...
  60. The War Over Hydraulic Fracturing

    September 15, 2010
    The outcome a regulatory battle over hydraulic fracturing will have an impact on many public companies.
  61. A Nabor-ly Deal For Superior Well Services

    August 10, 2010
    Nabors takes a large step into the services arena, and a prime buyout target goes away.
  62. Will The EPA Crack Down On "Fracking"?

    July 12, 2010
    The Gulf oil spill has pushed pollution concerns to the forefront, and helped to put shale gas exploration back on the EPA's ...
  63. Stock Drops In May 2010

    June 1, 2010
    The worst performing stocks during May 2010 were in a range of sectors and suffered issues that aggravated the market-induced ...
  64. Drilling Into Oilfield Services Companies

    February 25, 2010
    How will Schlumberger's plan of purchasing Smith International affect the company's future?
  65. Clues About The Oil Services Cycle

    October 28, 2009
    Oil service management teams have a unique view of the cycle, and share those views during earnings conference calls.
  66. Large Cap Winners In September

    October 5, 2009
    A review of the best performing large cap stocks in September, 2009.
  67. August's 5 Worst Stocks

    September 8, 2009
    The five worst performing stocks in August 2009 in the S&P 500 were stocks that missed expectations.
  68. Rig Count Still In Free Fall

    April 7, 2009
    The North American land rig count is still dropping and until it bottoms, investors may be reluctant to get into some of ...
  69. Baker Hughes Prepares For A Downturn

    October 24, 2008
    Despite being at full capacity in many lines of business in Q3, Baker Hughes has prudently prepared for the worst.
  70. Farmer Mac Steps In It, Again

    September 22, 2008
    The financial crisis is spreading to America's heartland. Learn how a truckload of toxic Lehman Brothers debt could hurt ...
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