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October 11, 2010
GeoResources is increasing development of the Bakken formation and Eagle Ford Shale as it shifts its capital focus ...
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August 10, 2010
Nabors takes a large step into the services arena, and a prime buyout target goes away.
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May 14, 2010
The land rig market is slowly recovering slowly from one of the worst downturns in a generation.
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March 12, 2010
Third Avenue's focus on value principles is possibly the soundest approach to investment management.
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February 18, 2010
The recent earnings report from PTEN provided further evidence of the rebound in the North American land drilling cycle.
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January 08, 2010
For these runaway companies, their 2009 momentum has continued in 2010.
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January 05, 2010
A review and analysis of the land drillers in 2010 with a look at some of the large capitalization stocks in the sector.
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December 23, 2009
McDermott International is separating Babcock & Wilcox Company and J. Ray McDermott into two separate, publicly ...
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August 06, 2009
The U.S. land rig count has increased for three straight weeks. Is this a real bottom in the cycle or a head fake?
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June 18, 2009
Recent news from the Energy patch presents a mixed picture, but investors tend to believe what they want and have ...
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June 02, 2009
The drilling rig companies have boosted earnings through the revenue of cancelled contracts. This should be removed ...
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May 07, 2009
Production from the North Slope of Alaska is set to decline 5% next year, and several large projects being developed ...
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May 05, 2009
Management commentary on first-quarter earnings does not provide conclusive evidence of stabilization in the North ...
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April 24, 2009
Commentary from the management of oil service and drilling companies indicate that North American activity has still ...
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April 14, 2009
The Third Avenue Value fund has slipped in the short term, due to its large bet on financials. Once the economy ...
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April 07, 2009
The North American land rig count is still dropping and until it bottoms, investors may be reluctant to get into ...
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March 02, 2009
The decent Q4 earnings put out by Rowan Drilling and Ensco were dampened by warnings of a difficult 2009 ahead.
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February 20, 2009
The company's well-servicing business is contracting rapidly. Investors may want to wait until its February 26 Q4 ...
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January 16, 2009
The energy sector has seen a large sell-off, especially the land drillers. This article examines the macro outlook ...
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January 07, 2009
Unit Corp explores, drills and supplies energy, making it an interesting hybrid pick.
