CAM : Analysis & Opinions

  1. Chevron Cancels Arctic Drilling Project, Ukraine to Suffer - ...

    December 18, 2014
    Big energy players pulling investments out of Ukraine is dimming the nation's hopes of gaining energy independence from Russian ...
  2. What's Keeping Oil Prices Below $100 a Barrel? - Industry Outlook

    August 21, 2014
    What's Keeping Oil Prices Below $100 a Barrel? - Industry Outlook
  3. Will New Orders Help National Oilwell Varco Change Course?

    May 9, 2014
    Drilling for oil without products made by National Oilwell Varco would be like computing without the aid of an Intel or AMD ...
  4. Oil & Gas Stocks May 'Feel the Heat' - Industry Outlook

    April 29, 2014
    Oil & Gas Stocks May 'Feel the Heat' - Industry Outlook
  5. 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 ...
  6. Is Cameron Seeing The Beginning Of The End, Or The End Of The ...

    July 26, 2013
    Cameron's miss puts credibility and execution risk on the table, but a large opportunity is still out there.
  7. Schlumberger Leads The Way, Like It Usually Does

    July 22, 2013
    Once again, Schlumberger leads the way among the major energy service companies.
  8. Honeywell Rewarding Wall Street's Enthusiasm

    July 22, 2013
    Honeywell outperformed on margins, keeping Wall Street stoked on its potential.
  9. NOV Upgraded to Neutral - Analyst Blog

    July 15, 2013
    On Jul 11, we upgraded oilfield services behemoth National Oilwell Varco Inc. to Neutral from Underperform.
  10. Can National Oilwell Varco Win Back The Love?

    June 14, 2013
    The Street seems to have forgotten its love of this leading energy equipment company.
  11. Cameron – Come For The Orders, But Should You Stay For The Delivery?

    June 5, 2013
    Orders continue to accumulate for this leading energy equipment company.
  12. 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.
  13. Are Good Orders Just The Beginning For Cameron?

    February 5, 2013
    Cameron's weak guidance and poor margins were hidden under a deluge of new orders.
  14. Can Offshore Continue To Offset Weaker Onshore Trends At National ...

    February 5, 2013
    National Oilwell Varco's orders were alright, but margins were disappointing.
  15. Explosive Stocks Under $10 - Screen of the Week

    February 5, 2013
    This screen is a bit of a departure from my normal stock screens. Usually I require my screens to have a minimum price of ...
  16. Schlumberger Still Facing A Tough Enviroment

    January 22, 2013
    Schlumberger is still facing tough industry conditions.
  17. SLB, CAM Form Subsea Joint Venture - Analyst Blog

    November 16, 2012
    Oilfield services giant Schlumberger Limited (SLB) and flow equipment and services specialists Cameron International Corporation ...
  18. Election Implications for Stock Investing - Investment Ideas

    November 9, 2012
    The presidential election just ended and, regardless of how your choice fared, it's now time to comprehend what an Obama ...
  19. NOV Beats Profit Est, Grows Y-Y - Analyst Blog

    October 25, 2012
    Global large-cap energy equipment maker National Oilwell Varco Inc. (NOV) reported better-than-expected third quarter earnings, ...
  20. National Oilwell Varco Goes Back To The M&A Well In A Big Way

    August 9, 2012
    National Oilwell pulls out its wallet once again.
  21. Time For Cameron To Start Flexing

    July 31, 2012
    Cameron could be on the cusp of significant order and profit growth.
  22. TOTAL S.A. (ADR) and Other Energy Stocks Making Big Moves

    July 27, 2012
    On a good day for the market, the Nasdaq is up 1.4%, the S&P 500 has risen 1.1% and the Dow has climbed 0.8%. The energy ...
  23. BP In The Gulf Of Mexico

    May 9, 2012
    With many BP wells still being operated, and more additions planned, BP is showing no signs of slowing down after the 201 ...
  24. 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 ...
  25. 2 Oil Service Companies Stumble

    February 8, 2012
    Two Oil Service companies lowered financial guidance for 2012. This is either a one-time event for both companies or the ...
  26. Cameron Waiting For The Subsea Story To Surface

    February 7, 2012
    Cameron's present is a little challenging, but the future is bright.
  27. 2011 In Review - The Worst-Performing Mutual Funds

    December 28, 2011
    2011 was a terrible year for these funds.
  28. A Superior Offer For Complete Production

    October 14, 2011
    Superior makes a bid for further energy service consolidation.
  29. Hot Stocks To Start 2011

    March 2, 2011
    We'll look at the hottest sectors so far this year.
  30. Oil Service Stocks For Rising Oil Prices

    December 29, 2010
    Here are five oil service stocks to play while oil climsb to $100.
  31. GE Adds Another Piece To Its Subsea Business

    December 15, 2010
    GE will continue its forward momentum in the energy services field, while concerns of overspending arise.
  32. Why Transocean Will Recover

    August 5, 2010
    Transocean's stock has taken a beating since the Macondo disaster, but the quality of company should make the stock a long-term ...
  33. Transocean Far From Sunk

    May 11, 2010
    The Deepwater Horizon accident dominates the news about Transocean, but the stock's sell-off seems overdone.
  34. The Great Oil Spill Of 2010

    May 4, 2010
    The Great Oil Spill of 2010 is an environmental disaster but also has a financial impact on many publicly traded companies. ...
  35. All Clear In Energy Services?

    April 28, 2010
    Schlumberger's management talked about a bottom in energy services, but do fundamentals matter in the face of energy prices? ...
  36. If You Can't Beat 'Em, Buy 'Em

    April 15, 2010
    Are a few deals the herald for a wave of M&A activity in energy?
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