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Diamond Offshore Drilling, Inc.

  • Invest in This Conglomerate or Its Holdings?

    By Marshall Hargrave - May 20, 2013 | Tickers: BWP, CNA, DO, L

    Loews (NYSE: L) is considered a diversified holding company, with a high concentration in the insurance and oil/gas industry. After recently releasing its 13F filing, I decided to check up on Loews top three holdings. Loews key subsidiaries includes CNA Financial (NYSE: CNA), Boardwalk Pipeline Partners (NYSE: BWP) and Diamond Offshore Drilling (NYSE: DO). 
     
    Loews' segments
    • CNA Financial is a property-casualty insurer in the U.S., providing standard commercial more »

  • 3 Oil Companies You Should Buy This Year

    By Madhu Dube - May 14, 2013 | Tickers: DO, HP, NE

    Over the last five years, the Oil & Gas Drilling and Exploration industry has experienced growth in spite of the recession. According to IBISWorld’s data, the industry has experienced an annual growth rate of 2.8% from 2008. Oil companies, on the other side, are spending hoards of cash to keep pace with this growth and maintain their market share. According to the Guggenheim Securities Data, the average amount spent more »

  • Largely Undervalued...Once Again

    By Mike Thiessen - May 7, 2013 | Tickers: CNA, DO, L

    Despite the company's obvious strengths, investors who stake out long positions in Loews Corporation (NYSE: L) invariably succumb to frustration and despair over the performance of their favored investment. This New York-based firm has perennially under-performed the expectations of its management team and shareholders. While it should be noted that the company has beaten the broader market during every 10-year period for the past 50 years and regularly buys more »

  • Rig Your Portfolio for Profits

    By Ted Cooper - May 1, 2013 | Tickers: ATW, DO, RIG

    The high price of crude oil over the last several years has served as a tremendous benefit for drilling companies. The higher the price of oil, the more incentive there is to drill new wells, which provides an uptick in business for drilling companies.

    However, the inverse is true as well. As the price of oil declines, so too does drilling activity. As a result, the drilling business experiences cyclicality more »

  • 3 Offshore Drilling Giants Worth a Deeper Dive

    By Damian Illia - April 22, 2013 | Tickers: DO, NE, RIG

    Exploration and production for most of the oil & gas industry has become a headache. Oil is difficult to find, and is becoming more expensive to extract. That's placing drilling companies’ operations and increasing costs under increased scrutiny, even failed projects and exponential capital expenditures squeeze profit margins.

    Let's see how three major drillers are handling the pressure.

    Diamond Offshore: Revenues Down But Balance Sheet Is Healthy

    Diamond Offshore more »

  • Finally Time To Buy This Oil Rig Contractor?

    By Matthew Frankel - March 1, 2013 | Tickers: BP, DO, RIG

    Transocean (NYSE: RIG), the largest offshore drilling rig contractor in the world, has been one of my favorite stocks to watch for years now, however I have not pulled the trigger.  When the 2007-08 oil bubble was happening and you were seeing headlines such as “Oil Going to $200 a Barrel?” Transocean was trading at up to $188 per share.  Something told me that the oil madness wouldn’t last more »

  • Are These Two Diamonds in the Rough or an Investor's Best Friend?

    By Michael Ugulini - February 12, 2013 | Tickers: DO, DDC, RIO

    Marilyn Monroe sang, "A kiss on the hand may be quite continental, but diamonds are a girl's best friend." Does that go for everything "diamonds?" Concerning equities, are different kinds of "diamonds" an investor's best friend?

    Diamond Offshore Drilling (NYSE: DO) provides contract drilling services to the energy industry. They're a leader in deepwater drilling, and own and operate one of the largest fleets of offshore drilling more »

  • Should You Follow Carl Icahn into Transocean's Deep Waters?

    By John Macris - January 28, 2013 | Tickers: DO, HERO, RIG | Editor's Choice

    Hello and welcome, Motley Fool readers. If you weren’t familiar with Carl Icahn before last week, you probably are aware of him now given the high-profile spat on CNBC between Icahn and fellow billionaire Bill Ackman. CNBC’s approval rating among viewers is at the lowest level since 2005, so maybe the Icahn/Ackman lunch hour soapbox is just what the network needed.

    In any event, Icahn reported on more »

  • Unearthing the Value Activist Carl Icahn Sees In Transocean

    By Marshall Hargrave - January 16, 2013 | Tickers: ATW, DO, ESV, NE, RIG

    Activist investor Carl Icahn is back in action, this time announcing a 1.56% stake in Transocean (NYSE: RIG), his latest venture into the oil and gas industry. According to the company, Icahn’s planned future purchase of Transocean shares would amount to at least 3.4 percent and make Icahn one of the top two shareholders, but it remains unclear as to whether he will take an activist role more »

  • Take a Look at These Four Oilfield Services Stocks

    By Damon Churchwell - December 17, 2012 | Tickers: DO, ESV, HLX, NE

    Oilfield drilling contractors have a few positives working in their favor: first, the oil and gas industry continues to explore and develop, specifically in deepwater regions. Second, consolidation among companies should help to firm up pricing and utilization. On the other hand, as it expands there is some concern of excess capacity, a situation that tends to go hand in hand with falling energy prices and reduced production. Subsequently, we more »

  • Invest in These Offshore Drillers

    By invest-in-theses-offshore-drillers - December 13, 2012 | Tickers: ATW, DO, ESV, HERO

    Petroleum is not the easiest resource to acquire. Even as billions of dollars have flooded into the energy markets the growth in green energy is far greater than that of crude production. Over the past decade most of the growth in petroleum production has come from obscure, hard to reach places. Specialized off-shore drilling companies are a great way to profit from acute energy constraints. 

    Atwood Oceanics (NYSE: ATW) is more »

  • Offshore Drilling with High Yield, Backlog, and Efficiency

    By Alvin Gonzales - December 1, 2012 | Tickers: DO, ESV, NE, SDRL, RIG

    Diamond Offshore Drilling (NYSE: DO) is having a down year.

    For the nine months ending on Sept. 30, the company’s revenue is down 13.13% year over year. In Q3 2012, Diamond Offshore’s revenue declined by 16.97% and net income declined by 31% year over year. The decline in earnings is the result of lower utilization and day rates. In Q3 2012, Diamond Offshore reported year over more »

  • Transocean: Strengths, Weaknesses, Opportunities, Threats

    By Ryan Guenette - November 13, 2012 | Tickers: DO, SDRL, RIG

    A SWOT analysis is a look at a company’s strengths, weaknesses, opportunities, and threats, and is a tremendous way to gain a detailed and thorough perspective on a company and its future. Fresh off a shaky third quarter earnings report, in which the company reported a $381 million loss, I would like to pinpoint the former owner of the Deepwater Horizon rig that burst into flames and later sank more »

  • Ultra Deepwater Growth Potential

    By Alvin Gonzales - October 2, 2012 | Tickers: DO, ESV, PACD, SDRL, RIG | Editor's Choice

    Pacific Drilling (NYSE: PACD) is growing. Currently, the company has four drillships in operation and three more under construction. Recently, Pacific Drilling extended, until December, an existing option for construction of its eighth drillship by Samsung Heavy Industries. The company, which was founded in 2006 and went public in November 2011, is growing fast and has a lot of potential.

    Currently, Pacific Drilling has a market cap of $2.2 more »

  • How Geopolitical Risk and Hurricane Season Affects Undersea Drillers Differently

    By Joshua Bondy - September 5, 2012 | Tickers: ATW, DO, ESV, RDC

    Investing in energy resources is very attractive over the long term. The world demand for energy is set to increase while traditional energy sources are decreasing in supply. This situation will produce strong long term prices. The fracking revolution has pushed natural gas prices down but crude oil is still relatively hard to find.  With the big fields fields declining even with water injection and other methods companies and nations more »

  • Seed your Portfolio with these Stocks

    By Alvin Gonzales - July 16, 2012 | Tickers: DO, MSFT, SCCO, BKE, VLO

    Investors are probably familiar with the idea that young people can afford more risk. While the idea is certainly sound, it is a mistake to apply it to stocks. First, young people usually do not have a lot of investing knowledge. The lack of knowledge combined with going for a risky homerun stock makes it almost certain that they will lose money on their initial investments.

    Second, it is hard more »

  • Seadrill: Reckless or Shrewd?

    By Pam Peerce-Landers - July 3, 2012 | Tickers: DO, SDRL, RIG

    Seadrill Ltd. (NYSE: SDRL) has been criticized for their aggressive Capital Expenditure (capex) program which is largely funded with debt. While it is true that their interest-bearing long-term debt to equity ratio (LTD/E) at 1.33, is 2 to 4 times higher than their peers, this does not mean that their debt load is excessive. As will be shown, Seadrill can afford its capex program and has shrewdly used more »

  • Offshore Drillers: Sales are Nice but Profits are Sweeter

    By Pam Peerce-Landers - June 25, 2012 | Tickers: ATW, DO, ESV, NE, RIG

    In a previous article, I discussed the effect of offshore drillers' fleets' age and composition on their sales and backlogs. In this article, I will look at profitability.  In a subsequent article, I will address financial condition and debt levels.  In response to comments on the last article, I added Noble Corp (NYSE: NE) to my original list of companies: Atwood Oceanics, Inc. (NYSE: ATW), Diamond Offshore Drilling Inc. (NYSE: DOmore »)

  • Why Investors Should Care about Offshore Drillers' Fleets

    By Pam Peerce-Landers - June 21, 2012 | Tickers: ATW, DO, ESV, SDRL, RIG | Editor's Choice

     The world's offshore drilling fleet can be divided into 4 groups by maximum operating water depth: shallow (up to 450 feet), mid-water (over 450 but less than 4500 feet), deepwater (4500 to 7500 feet) and ultra-deepwater (over 7500 feet).  According to Seadrill Ltd.'s (NYSE: SDRL) latest 20-F SEC filing dated April 27, 2012, the world's existing drilling fleet consists of 797 rigs: 497 (62%) shallow water (jack-ups more »

  • Billionaire Steve Cohen’s Favorite Stocks

    By Meena Krishnamsetty - June 14, 2012 | Tickers: DO, HAL, MRO, MUR, RIG

    Steve aka “Stevie” Cohen is the founder of SAC Capital whose flagship fund returned 8% net of fees last year. Coming out of Wharton, Cohen cut his teeth in Wall Street as a junior options trader at Gruntal & Co., which was eventually bought by Ryan Beck, a New-Jersey investment bank. It is said that on his first day at Gruntal, Cohen made $8,000, going on to run a $75 more »

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