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Baker Hughes, Inc.

  • 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 »

  • Buying This Solid Drilling-Equipment Provider on Weakness

    By Nick Chiu - May 7, 2013 | Tickers: BHI, NOV, SLB

    National Oilwell Varco (NYSE: NOV)), with a market cap of $28.1 billion, is one of the largest providers of equipment and components to the energy industry. It supports oil and gas drilling and production operations, oilfield services, and supply chain integration services to the upstream oil and gas industry. Despite weak quarterly numbers, it may be a good time to consider buying National Oilwell Varco.

    Lower operating margin

    On more »

  • An Elite Hedge Fund Is Looking At These Stocks

    By Meena Krishnamsetty - May 6, 2013 | Tickers: BHI, FDX, LOW, LUV, TEL

    With the 13F season up and running, Greenhaven Associates has kept pace with some of their colleagues and has announced their stock holdings. Although at the top of the list we see the same company, Lowe’s (NYSE: LOW), a huge boost in Southwest Airlines (NYSE: LUV) catches the eye. The Dallas, TX based carrier has replaced Devon Energy in the top 5 of Greenhaven Associates for the fourth quarter more »

  • Oilfield Services is Still in Play

    By Ted Cooper - May 4, 2013 | Tickers: BHI, HAL, SLB

    Investors have long been bullish on oilfield services, and rightly so. The industry is benefiting from sustained increases in spending on drilling and exploration in both the United States and in international markets. However, a few of these companies still look attractive despite investor hysteria about their prospects.

    For instance, Schlumberger (NYSE: SLB) has not experienced the same increase in stock price as some of its peers. This is likely more »

  • This Oilfield Service Stock Is a Buy

    By Shas Dey - April 28, 2013 | Tickers: BHI, HAL, SLB

    Halliburton (NYSE: HAL) is banking on the increase in the prices of natural gas as a growth driver for its drilling business. The recently released Q1 2013 results demonstrate the good financial performance of the company. The stock has been updated to a buy by various analysts. There are various growth drivers which make the company's outlook positive.

    Growth drivers

    Growing fracking industry

    Fracking is a process of extraction more »

  • Tweedy Browne Value Fund Gets More Bullish on These Stocks

    By Anh HOANG - April 27, 2013 | Tickers: BHI, HAL, RDS-A

    The Tweedy Browne Value Fund has managed to deliver a nice annual return of 8.82% for the past 20 years, beating the S&P 500's annualized return of 7.70%. The fund, with net assets of $600.5 million, or $21.50 NAV, seeks long-term growth by investing in undervalued securities.

    In the first quarter 2013, it added more shares of Halliburton (NYSE: HAL) and Royal Dutch Shell more »

  • Finding Value in Oil Service Stocks

    By Rupert Hargreaves - April 27, 2013 | Tickers: BHI, NBR, NOV, RDC

    I'm in this business to make money, I am also a disciple of Benjamin Graham, so naturally I am always on the lookout for stocks that offer deep value, and right now, some of the best value I can find is in oil services stocks, which have been sold off recently due to the falling price of oil.

    In practice, the panic selling that has been spurred by the more »

  • Oil & Gas Stocks and 3 Reports to Know

    By David Artzerounian - April 21, 2013 | Tickers: BHI, SD

    Oil & Gas Stocks and 3 Reports to Know

    It can be puzzling to any investor when you notice the market is up and your stock is down. There are a myriad of possible explanations. The company may have released a dismal earnings report, the CFO resigned suddenly, or a hedge fund publicly initiated a significant short position. These unforeseeable occurrences often result in swift price adjustments and a frustrated investor more »

  • This Company Could Continue to Outperform

    By Piyush Arora - April 15, 2013 | Tickers: BHI, HAL, SLB

    The Middle East has been catering to the global crude oil demand for a long time, but the recent political standoffs have negatively impacted its supply. As a result, Brent crude is above the $110 mark and the shortage in oil supply has rapidly fueled oil exploration and production activities. According to a recent report, global oil demand is expected to increase by 6-8% annually and exploring for new reserves more »

  • This Company Could Continue to Outperform

    By Piyush Arora - April 15, 2013 | Tickers: BHI, HAL, SLB

    The Middle East has been catering to the global crude oil demand for a long time, but the recent political standoffs have negatively impacted its supply. As a result, Brent crude is above the $110 mark and the shortage in oil supply has rapidly fueled oil exploration and production activities. According to a recent report, global oil demand is expected to increase by 6-8% annually and exploring for new reserves more »

  • Oil Service Stocks: Pain Now, Gain Later?

    By Bob Chandler - April 8, 2013 | Tickers: BHI, HAL, NBR

    Times are tough for oil service companies and they may not be getting better any time soon. These firms have seen demand fall as North American drillers have cut back and with plenty of oilfield service supply added during the 2011 fracking boom, pressure on profits has increased. But as these companies work their way through a tough 2013, the future may be less painful.

    Increased supply and falling demand more »

  • Oil Service Stocks: Pain Now, Gain Later?

    By Bob Chandler - April 3, 2013 | Tickers: BHI, HAL, NBR

    Times are tough for oil service companies and they may not be getting better any time soon. These firms have seen demand fall as North American drillers have cut back and with plenty of oilfield service supply added during the 2011 fracking boom, pressure on profits has increased. But as these companies work their way through a tough 2013, the future may be less painful.

    Increased supply and falling demand more »

  • This Company Could Continue to Outperform

    By Piyush Arora - March 31, 2013 | Tickers: BHI, HAL, SLB

    Middle East has been catering to the global crude oil demand for a long time, but the recent political standoffs have negatively impacted it supply. As a result, Brent crude is above the $110 mark and the shortage in oil supply has rapidly fuelled oil exploration and production activities. According to a recent report, global oil demand is expected to increase by 6-8% annually and exploring for new reserves, has more »

  • The Oil-Field-Service Industry, According to Three Key Ratios

    By Michael Nolan - March 19, 2013 | Tickers: BHI, HAL, SLB

    In the dawn of a new age of in the energy and oil industries, while North American oil production has risen by 37% and natural-gas by 19%, where is the money for investors?

    Obviously many investors think differently here, and there is no one straightforward answer, but one group of companies that won’t necessarily come up in your everyday conversation may help savvy investors decide where to put their more »

  • Earn Extraordinary Profits in the New Middle-East

    By Ken McGaha - March 14, 2013 | Tickers: BHI, CJES, HAL, SLB

    The United States is on the verge of becoming the new Middle-East of fossil fuel energy through the widespread implementation of horizontal drilling techniques and a process called “fracking,” and there are fortunes to be made. This process, in simple terms, injects water under high pressure into wells drilled horizontally into shale formations to fracture the rock and allow the natural gas or oil to flow through the cracks created more »

  • Why I Love Oilfield Service Stocks

    By David Gould - March 12, 2013 | Tickers: BHI, HAL, SLB

    There are few industries that I am as bullish about as I am in oilfield service. This industry faces strong secular trends from greater demand for unconventional resources, and it is unreasonably discounted from today's low natural gas prices and input volatility. Below, I review various perspectives on Schlumberger and Halliburton with this bias in mind.

    International To Drive Schlumberger's (NYSE: SLB) Future

    Over the last 52 weeks more »

  • Should we Follow Tweedy Browne Into This Oilfield Service Stock?

    By Anh HOANG - March 12, 2013 | Tickers: BHI, HAL, SLB

    Tweedy Browne, with more than $3.43 billion assets under management, is one of the most respected investment managers in the US. In the fourth quarter of 2012, it bought shares of Halliburton Company (NYSE: HAL), an oilfield service company. As of December 2012, it had more than 4.64 million shares in the company, accounting for 4.7% of its total portfolio. Let’s take a closer look to more »

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