Helmerich & Payne, Inc.

  • The Best Onshore Driller

    By Marshall Hargrave - August 15, 2013 | Tickers: HP, PTEN, RDC

    There's a lot of hype surrounding offshore drilling, especially as the Deepwater Horizon incident becomes a mere blip in investors' rear-view mirrors. The number of deepwater rigs in the Gulf of Mexico is quickly approaching 40, up from the 33 that were in the Gulf in 2010. 

    But as offshore drilling comes roaring back, one of the major overlooked industries is land drilling. The lure of drilling under the more »

  • An Insider at This Drilling Company Added 11,000 Shares

    By Meena Krishnamsetty - July 30, 2013 | Tickers: HP, NBR, PTEN

    A Form 4 filed with the SEC has disclosed that Howard Wolf, a member of the Board of Directors at Nabors Industries (NYSE: NBR), directly purchased 11,000 shares of stock on July 25 at an average price of about $14.90 per share. Nabors is a $4.4 billion market cap contract driller, primarily operating in onshore North America, with some international and offshore activity as well.

    Studies generally more »

  • The Top Oilfield-Services Stocks for Your Money

    By Damon Churchwell - July 23, 2013 | Tickers: ESV, HP, NOV, SPN

    This is an overview of five oilfield-services stocks, as chosen by way of the CAPS Community screener as part of the broader energy sector. The parameters chosen were as follows:

    1. Long-term debt-to-equity < 100%

    2. EPS growth rate last three years >0

    3. P/E ratio between 10.0 and 15.0

    The resulting firms were those with healthy balance sheets and a recent history of earnings growth. They are more »

  • 2 Companies That Are Improving Shareholder Equity and Another That Isn't

    By Rupert Hargreaves - July 8, 2013 | Tickers: HP, OXY, PM

    It is companies that are working hard to improve shareholder equity and returns on shareholder equity that are usually the best investments for the future, as growing equity usually means a growing company.

    To weed out some of the best looking company's in the S&P 500, I started by looking for firms that had an earnings-before-interest-and-tax margin of around 20%, indicating a good flow of cash in to more »

  • Dell: Stay as Far Away as Possible

    By Nicholas Kitonyi - July 1, 2013 | Tickers: DELL, HP, LNVGY.PK

    On July 18, Dell (NASDAQ: DELL) shareholders will vote on the two offers available to them with regard to the future of the company. Founder Michael Dell and a private Equity firm, Silver Lake Partners, offered $13.65 per share to the shareholders of the company while activist investor Carl Icahn and Southeastern Asset Management have proposed an offer of $14 a share.

    Michael Dell’s offer involves taking the more »

  • How Safe Are the Dividends of These 3 Oil Drillers?

    By Rupert Hargreaves - June 17, 2013 | Tickers: ESV, HP, NBR

    Personally, I believe that one of the cheapest sectors in the market right now is the oil services sector, including oil and gas drilling companies.  Recently, these drillers have been sold-off as investors are concerned that the the number of hydrocarbon wells being drilled in the US is starting to fall, as the shale oil boom could be reaching its peak.

    However, these companies could be due for a positive more »

  • Are These Dividend Hikes Enough?

    By Brian Nichols - June 16, 2013 | Tickers: AWH, CAT, HP, TGT, WMT

    Apparently, we are seeing several companies try to instil confidence with massive dividend hikes – but should we really be confident? In the case of some, I say “yes,” thus let’s take a look to determine which of these dividend hikes are presenting an investment opportunity.

    Company

    Ticker

    Quarterly Dividend Hike

    5-Year Hike

    Forward Yield

    Target Corporation

    (NYSE: TGT)

    19%

    170%

    2.47%

    Caterpillar

    (NYSE: CAT)

    15%

    43%

    2.88 more »

  • Suddenly This Becomes a Dividend Play

    By Mark Holder - June 7, 2013 | Tickers: ESV, HP, NBR, RIG

    Prior to June 5, Helmerich & Payne (NYSE: HP) was seen as a solidly run contract drilling firm with a small dividend. The company made a surprising announcement that it would dramatically increase the yield making the stock interesting for the yield now. Or maybe it wasn’t that surprising considering the expected influx of cash and a strong balance sheet.

    The company operates primarily as a contract drilling firm with more »

  • 1 Underrated Activist Is Bullish on These Stocks

    By Meena Krishnamsetty - June 3, 2013 | Tickers: FLS, HP, STE, ZLC

    Generally speaking, activist hedge funds usually receive wider media coverage than their passive peers. One of the activist hedge funds we track is Richard Breeden's Breeden Capital Management. Unlike the Carl Icahns or David Einhorns of the world, Breeden does not get much press. Still, he’s an investor with an activist history worth watching. His hedge fund has recently filed its first quarter 13F form with the SEC more »

  • 3 Oil Companies You Should Buy This Year

    By Madhukar Dubey - 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 »

  • Market Share Isn't Everything

    By Adam Levy - May 13, 2013 | Tickers: AAPL, HP, P, SSNLF

    Market share isn’t everything. While it’s often used to indicate the strength of a company in a market, it can often be misleading as it doesn’t tell the whole story.

    That’s where margins come into play, and why it’s often one of the first things I look at in financial reports. Margins help translate market share into profit share, another important and often overlooked statistic more »

  • High EBITDA Growth, Consistent Dividend, and Cheaply Valued Companies (Part II)

    By Anh HOANG - May 2, 2013 | Tickers: HP, IAG, RIG

    In a previous article, I talked about two businesses, VSE and HollyFrontier, which had high EBITDA growth, paid uninterrupted dividends, and were valued cheaply. In this article, I will uncover more such stocks which possess the same criteria including: (1) annualized EBITDA growth in the past 10 years was at least 20%, (2) minimum 10 years of consistent dividend payments, (3) EV/EBITDA is in between 1 and 5, and more »

  • AMD: Evolving With a New Game Plan

    By Nur Tarkak - April 29, 2013 | Tickers: AMD, ARMH, DELL, HP, INTC, NVDA, QCOM, TSM

    Advanced Micro Devices (NYSE: AMD) has distinguished itself over years as Intel’s (NASDAQ: INTC) sole rival in the PC microprocessor market. Despite never overtaking the chip giant, AMD has managed to keep its own share of desktop and server sales. Over the last decade, it has gone through massive transformations and continues to expand its businesses to remain competitive. The company now faces a more volatile future as mobile more »

  • 2013 Is Do or Die for Microsoft

    By Jayson Derrick - April 18, 2013 | Tickers: AMZN, AAPL, BBRY, FB, GOOG, HP, HPQ, IBM, MSFT, VMW, YHOO

    The downgrades for Microsoft (NASDAQ: MSFT) keep on accumulating. Normally this would be seen as bad news, but given the company’s performance over the past 10+ years, it is par for the course for investors. Microsoft has underperformed the S&P500 in 4 of the past 5 years, showing a positive return in only 2 of those years. This performance is a result of the company's profits being more »

  • AMD: Evolving with a New Game Plan

    By Nur Tarkak - April 17, 2013 | Tickers: AMD, ARMH, DELL, HP, INTC, NVDA, QCOM, TSM

    Advanced Micro Devices (NYSE: AMD) has distinguished itself over years as Intel’s (NASDAQ: INTC) sole rival in the PC microprocessor market. Despite never overtaking the chip giant, AMD has managed to keep its own share of desktop and server sales. Over the last decade, it has gone through massive transformations and continues to expand its businesses to remain competitive. The company now faces a more volatile future as mobile more »

  • Will This PC Giant Survive

    By Mohsin Saeed - April 4, 2013 | Tickers: DELL, HP, MSFT

    The PC industry has gone through a radical paradigm shift in the last couple of years. It all started with the revolutionary product, the iPhone, launched by the late Apple CEO. This device has not only totally transformed the smartphone/mobile industry but has also redefined the meanings of the word 'computer'. Companies such as Dell (NASDAQ: DELL) and HP (NYSE: HP) which once dominated the technology sector have been more »

  • HP: Can the Dead Cat Keep Bouncing?

    By Wes Patoka - April 2, 2013 | Tickers: HP, IBM, ORCL

    That might be a little dramatic, but HP (NYSE: HP) does seem to be in some sort of identity crisis. CEO Meg Whitman has been trying to steer this technology company back into the good graces of investors. HP has been losing market share of business to business hardware and software to competitors to like IBM (NYSE: IBM) and Oracle (NYSE: ORCL), while Lenovo eats the consumer division’s lunch more »

  • The "Black Gold" Rush

    By Victor Lai - March 22, 2013 | Tickers: XLE, HP, IEZ, NOV, TSO

    The American gold rush is back, but this time prospectors are digging for "black gold."  Of course the quest for oil never really went away, but interest in domestic production does seem to be rising.   According to the Department of Energy, the U.S. is expected to produce more crude oil than it imports in 2013 -- the first time that's happened since 1995.  Meanwhile, the International Energy Agency projects more »

  • Buy H&P, not H-P

    By Jake Pompeo - March 15, 2013 | Tickers: HP, HPQ

    Wait, what?  That's right, HP is a fantastic investment as long as you don't accidentally put your money into H-P.  I am talking about oil and gas drilling & exploration company Helmerich & Payne (NYSE: HP) and computer systems giant Hewlett-Packard (NYSE: HPQ).  Unless you've been living under a rock for the past year, you've undoubtedly heard of the troubles plaguing Hewlett-Packard, but what does this have to more »

  • Billion Dollar Hedge Fund’s Top Picks for 2013

    By Meena Krishnamsetty - February 21, 2013 | Tickers: FEIC, GNRC, HP, SKT, VRSK

    At Insider Monkey, we track the smart money’s best and brightest managers—about 450 give or take a few. Based on our research, it’s important to monitor this group of hedge funds, and we’ve shown that historically, retail investors that pay attention to this world have beaten the market handily. We also recently teamed up with MarketWatch to create the Billionaire Hedge Fund Index. In 2012, this more »

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