Baker Hughes, Inc.

  • This Oilfield-Services Titan Stands Out From the Crowd

    By Sarfaraz Khan - August 15, 2013 | Tickers: BHI, HAL, SLB

    Oilfield-services titan Schlumberger (NYSE: SLB) recently released its quarterly results, in which it beat both revenue and income estimates while significantly increasing its buyback program. Analysts at Global Hunter have identified that the company could deliver solid earnings of more than $6 per share by 2014, up from the current $4.59 per share. Its competitive advantage lies in its global footprint and technological prowess.The industry outlook is also more »

  • Which Energy Services Giant Can Make You Rich?

    By Marina Avilkina - August 14, 2013 | Tickers: BHI, HAL, SLB

    Investors engaged in the eternal search for the “next big thing” who were lucky enough to stumble upon the oil and gas industry have been handsomely rewarded to date. In this article, I aim to deliver a clearer picture on where the energy services  giants  -  Halliburton (NYSE: HAL), Schlumberger (NYSE: SLB) and Baker Hughes (NYSE: BHI) - stand. My argument makes a largely statistical case for suggesting which stock is the more »

  • Time To Buy Schlumberger?

    By joshua kubiak - August 8, 2013 | Tickers: BHI, HAL, SLB

    Since being founded by two brothers in 1919, Schlumberger (NYSE: SLB) has grown to become one of the largest, if not the largest, oil and gas equipment and service company in the world with a market cap of $107.24 billion and assets totaling $63.2 billion when last reported.  Shares are up 13% since the beginning of July and now trade around their 52-week high of $85.02 per more »

  • Should You Consider Investing in This Courtroom-Bound Oilfield Trio?

    By Awais Malik - August 7, 2013 | Tickers: BHI, HAL, SLB

    The hydraulic fracturing industry in the U.S. is booming. Roughly 90% of all U.S. onshore wells now require some degree of hydraulic fracturing, in which water and minerals are injected into a well under pressure to boost its rate of oil or gas production. When three companies control 60% of an industry, as is the case in the hydraulic fracturing service provision, collusion and price manipulation becomes pretty more »

  • Drilling Remains Strong in the USA

    By Hussain Asghar - August 1, 2013 | Tickers: BHI, HAL, NOV

    The oil and gas equipment and service industry has historically experienced significant volatility due to lower oil and gas prices.

    Demand for oil and gas services and products depends primarily upon the level of activity in the oil and gas industry worldwide. High levels of drilling and well remediation activity generally drive demand for the products and services used to drill and remediate oil and gas wells. 

    High levels of more »

  • Is Halliburton a Buy?

    By Ashit Gulati - August 1, 2013 | Tickers: BHI, HAL, SLB

    In the midst of global concerns for future energy, the abundance of shale oil and gas reserves has been a revelation. The U.S. has been at the fore of this energy transformation.

    According to a latest report by U.S. Energy Information Administration, technically recoverable shale oil and shale gas resources across the U.S. account for an increase in crude oil and natural gas reserves of 35% and more »

  • This Oil Stock Is Set to Move Higher

    By Vladimir Zernov - July 30, 2013 | Tickers: BHI, HAL, SLB

    As oil continues to be the major energy source and would probably keep this position in the foreseeable future, the demand for new oil projects is stable. The demand for technology needed to realize those projects is healthy, too. The recent report of Schlumberger (NYSE: SLB) shows that the industry is in good shape. The company beat estimates on earnings and on revenue. However, Schlumberger is up 22%, in line more »

  • Which Oil Services Company Is Right for You?

    By Matthew Frankel - July 18, 2013 | Tickers: BHI, HAL, SLB

    Now that earnings season is underway, you may notice that oftentimes similar companies will report around the same time. For example, you may notice that many of the steel producers will report within a few days of one another. Today, I’d like to focus on a trio of oil services companies, Schlumberger (NYSE: SLB), Halliburton (NYSE: HAL), and Baker Hughes (NYSE: BHI). Schlumberger and Baker Hughes both report this more »

  • Which Oil Service Name to Buy Among Polarized Views From the Street?

    By Zain Abbas - July 17, 2013 | Tickers: BHI, HAL, NBR

    There have been a wide variety of comments coming out regarding the outlook for the oil services industry. The other day, Goldman Sachs produced a report that stated that investors hold a bearish point of view on this industry. Credit Suisse recently published a report that states that chances of oil field service companies beating the consensus estimates are more than missing them. Oil field service is just one example more »

  • 3 Stocks for Big Gains in Big Energy

    By Ken McGaha - July 16, 2013 | Tickers: BHI, HAL, SLB

    Making large gains in the stock market is all about buying businesses with proven management teams in enduring industries. When those businesses can be purchased at valuations equal to or less than projected growth rates, it's time to back up the truck. Today, energy is the enduring industry, and the stocks of service providers are offering the  most tempting discounts to their growth rates.

    Higher prices equal higher profits more »

  • How a Drop in This Commodity's Price Will Improve Halliburton's Margins

    By Sarfaraz Khan - July 7, 2013 | Tickers: BHI, HAL, SLB

    The price of guar gum, one of the primary ingredients used by the oil and gas service industry giants, such as Halliburton (NYSE: HAL) and Schlumberger (NYSE: SLB) in hydraulic fracturing (or fracking) for shale gas, has fallen considerably this year. This is going to improve the margins of these companies and could even cause an increase in earnings, particularly for Halliburton, which dominates the North American market. 

    Guar drops more »

  • 4 More Oilfield Services Stocks to Consider

    By Damon Churchwell - July 7, 2013 | Tickers: BHI, HLX, RDC, SDRL

    It appears that demand for oil drilling equipment in the Gulf of Mexico and other regions, such as Brazil, is on the rise, as the second half of 2013 commences. As such, rig utilization and pricing increases might well support earnings of oilfield service providers. At the same time, the shares of many of these entities are trading at subdued valuations, and this could be a good opportunity to add more »

  • National Oilwell Varco: Strong Sell or Top 10 Stock?

    By Brian Shaw - June 26, 2013 | Tickers: BHI, HAL, NOV, SLB

    Five months ago, I laid out the argument for why National Oilwell Varco (NYSE: NOV) is a “Top 10 Stock" for 2013 and beyond. Thus far, this thesis is off to a slow start as shown by National Oilwell Varco’s underperformance to both its peers in the oilfield services industry and the S&P 500:

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    NOV Total Return Price data by YCharts

    Just last week, Zacks Equity Research downgraded more »

  • Finding Undervalued Stocks in the S&P 500

    By Rupert Hargreaves - June 26, 2013 | Tickers: BHI, EMN, NOV, DOW

    In the first piece that I wrote on the subject of finding undervalued stocks in the S&P 500 based on low valuations, I initially believed that opportunities would be few-and-far between. However, it appears that there is actually a large number of companies that are trading at astonishingly low valuations in relation to the rest of their sectors, which spurred me to write another post on the subject.

    Where more »

  • The Best Pick in the Oilfield Services Industry

    By Piyush Arora - June 20, 2013 | Tickers: BHI, HAL, SLB

    Under normal circumstances, initiating long positions in a company nearing its 52 week highs is not recommended. But if the company presents solid growth prospects in a ripe industry, then undertaking the risk becomes somewhat justified. One such company is Halliburton (NYSE: HAL), whose shares have appreciated by nearly 55% over the last year and recently touched their 52 week highs. But despite that, analysts at Barclays estimate that there more »

  • Buy National Oilwell Varco, Because there is No Other Vendor

    By Charlie Argon - June 9, 2013 | Tickers: BHI, HAL, NOV, SLB

    Portfolio manager Salman Ebrahim recently outlined eight price constraints on National Oilwell Varco here. As these dissipate this year, NOV’s solid long-term prospects will take center stage.

    The first constraint was low 2012 operating cash flow. This was due to increased inventory to meet anticipated demand for repairs of rigs built at the beginning of the current cycle which come due for their five-year repairs this year. If anything more »

  • Enjoy Solid Long-Term Gains With These Stocks

    By Ken McGaha - May 14, 2013 | Tickers: BHI, HAL, IBM, SLB

    For oil and gas companies, it is important for reserve replacement to production ratios to be at least at a level of 1; otherwise, they are depleting resources faster than they are finding new products. Some concerns are now being raised that this ratio is weaker than some oil companies are reporting, and that the weakness bodes ill for the industry. However, it bodes very well for the businesses that more »

  • Today’s Remake of Jed Clampett’s Success Story

    By Jeff Stouffer - May 9, 2013 | Tickers: BHI, HAL, IEZ

    Remember how each episode of The Beverly Hillbillies started? Sure enough, Jed aimed his shotgun, fired a shot, and oil came gushing through the ground. A more pragmatic result of this simple story is taking place in the oil-services sector. The iShares Dow Jones US Oil Equip. (NYSEMKT: IEZ) is an exchange-traded fund that holds 48 stocks of companies that compete in the oil-services group.

    It is the recent positive more »

  • Barry Rosenstein Takes 9% Stake in This Energy Play

    By Meena Krishnamsetty - May 7, 2013 | Tickers: BHI, NOV, OIS, SPN, WFT

    Oil States International (NYSE: OIS) rose over 15% on April 30 following the news that activist investor Barry Rosenstein’s JANA Partners owns 5 million shares of the stock (or 9.1% of the total shares outstanding) and will push to split up the now $4.9 billion oil and gas equipment and services company.

    We track JANA’s quarterly 13F filings alongside those of other hedge funds as part more »

  • Benefits of Investing in Oil Services

    By Kiran Gulati - May 7, 2013 | Tickers: BHI, HAL, SLB

    Despite near-term economic uncertainties, I believe that in the long run growth in oil demand driven by emerging-market industrialization and rising wealth levels would provide for attractive returns in the well-positioned oil-services equities.

    Rising wealth levels have a major bearing on per capita consumption of resources. Countries with 95% of the population earning more than $6,000 annually have per-capita oil consumption that is 12 times more compared to countries more »

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