Pacific Drilling S.A.

• As Brent Stays Over $100, the Deepwater Drillers Remain Attractive

  By Mark Holder - June 3, 2013 | Tickers: ATW, ESV, NE, PACD

  While investors remain focused on surging domestic oil production, the market is missing that global oil prices remain high. With Brent trading over $100, the deepwater drillers provide attractive investment options with PE ratios below 10.

  Some of the leading drillers include Ensco (NYSE: ESV), Noble (NYSE: NE), and Atwood Oceanics (NYSE: ATW) along with speculative Pacific Drilling (NYSE: PACD).  Other investors may prefer the high yielding SeaDrill Limited or more »

• Pacific Drilling Continues to Execute

  By Alvin Gonzales - November 20, 2012 | Tickers: CVX, PACD, PBR, TOT

  Pacific Drilling (NYSE: PACD), a company that specializes in ultra deepwater drilling, is piling up contracts. On Nov. 15, the company reported that its Pacific Khamsin drillship has been awarded an initial two year contract with an option for a third year by Chevron (NYSE: CVX). The contract has a total estimated revenue value (for the two years) to Pacific Drilling of $527 million.

  Pacific Drilling is moving fast and more »

• Which Drilling Company Should You Buy?

  By Meena Krishnamsetty - October 12, 2012 | Tickers: ESV, NE, PACD, SDRL, RIG

  Transocean (NYSE: RIG) had actually recovered nearly all of its losses from the Deepwater Horizon disaster in early 2011, but has since slumped. While the stock is up 14% so far this year, about even with the S&P 500 but it is down about 27% over the last two years while the index has risen by about the same percentage.

  Higher drilling activity increased Transocean’s revenues by 10 more »

• Ultra Deepwater Growth Potential

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

  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 »

• A Large Multi-Strategy Hedge Fund’s Latest Stock Picks

  By Meena Krishnamsetty - September 29, 2012 | Tickers: ARBA, OC, PACD, PCLN, TWC

  HBK Investments, managed by David Haley, was founded in 1991 and acts as a multi-strategy hedge fund which pursues arbitrage and absolute return strategies. The financial crisis hit the fund hard as low performance and redemptions cut its assets under management in half. However, HBK generated good returns in 2010. Haley has a law background, with a degree from Southern Methodist University and experience as a corporate and securities lawyer more »

• Smaller Offshore Drillers Find a Niche

  By Chris Mascarenhas - August 24, 2012 | Tickers: CVX, COP, DRYS, NATDF.PK, ORIG, PACD, SDRL

  Typically, a company would have to own quite a few assets to have a billion dollars worth.  In the offshore drilling sector,  a new drilling asset costs between $200 million (Jack-up rig) to over $600 million (Ultra Deepwater (UDW) drillship).  A company could own just a pair of Jack-up rigs and a UDW drillship, or a couple of UDW drilling assets, and have over a billion dollars in assets.  This more »

• Why You Should Buy Chevron Ahead Of Earnings

  By Jordo Bivona - July 25, 2012 | Tickers: CVX, COP, XOM, PACD

  Chevron (NYSE: CVX) is one of the most reliable assets on the market. This is a dependable, integrated energy firm that shareholders should hold for the long-term. Interested investors should buy now and manage this as a defensive asset that will steadily yield capital appreciation and increase dividends for the foreseeable future. Chevron consistently expands its global portfolio while employing sophisticated technologies in order to maintain its leadership position and more »

• Pacific Drilling: A Promising Multi Bagger of the Deep

  By Alvin Gonzales - July 20, 2012 | Tickers: CVX, ESV, PACD, RIG |

  Pacific Drilling (NYSE: PACD) has been quietly stacking up on drillships. The company, which was founded in 2006 and became public on November 11, 2011, currently operates four ultra deepwater drillships and has three more drillships under construction with Samsung Heavy Industries.

  The company has been growing quickly. As the following table shows, its initial four ships are all under contract and the Pacific Sharav, which is scheduled to be more »