Avon Products, Inc. (NYSE:AVP), leading manufacturer of beauty products, has announced recently the resignation of the company’s Chief Financial...
Keep Reading →
September 9 - News, Stock Analysis - Comments
Stan Druckenmiller is a billionaire, and was the long-time manager of Duquesne Capital. Now, he oversees a family office, but his investing strategy is...
Keep Reading →
February 24 - Hedge Funds, News - Comments
There are many ways to invest in the energy sector. You could buy shares of the companies that explore and extract oil and natural gas. You could also...
Keep Reading →
September 12 - Commodities, News - Comments
The Dividend Aristocrats is a list of stocks that have increased their dividends annually for at least 25 years. For dividend investors, it’s a...
Keep Reading →
September 3 - News - Comments
Photo Credit: Flickr/Don Hankins The price tag for American energy independence is well over $2 trillion. Energy companies just don’t have that...
Keep Reading →
August 19 - News - Comments
Photo Credit: Chesapeake Energy Corporation (NYSE:CHK) The move to multi-well pad drilling has been saving oil and gas producers big bucks. Companies...
Keep Reading →
August 12 - News - Comments
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...
Keep Reading →
August 7 - News - Comments
Photo Credit: Flickr/Tomas Roggero China has spent billions of dollars in the U.S. to snap up joint venture deals with the pioneers of the shale gas revolution...
Keep Reading →
August 5 - News - Comments
I’ll begin by admitting to cautious feelings about Weatherford International (NYSE:WFT) , the smallest of four companies — beginning with...
Keep Reading →
August 2 - News - Comments
Weatherford International Ltd (NYSE:WFT) investors have endured quite the storm over the past year. While the company is not completely in the clear,...
Keep Reading →
August 2 - News - Comments
The oil and gas equipment and service industry has historically experienced significant volatility due to lower oil and gas prices. Demand for oil and...
Keep Reading →
August 2 - News - Comments
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...
Keep Reading →
August 1 - News - Comments
The past 12 months have been quite turbulent for oil-field service and equipment provider Weatherford International Ltd (NYSE:WFT). The company’...
Keep Reading →
July 31 - News - Comments
Along with announcing earnings, both Halliburton Company (NYSE:HAL) and Schlumberger Limited. (NYSE:SLB) announced multi-billion-dollar stock buybacks...
Keep Reading →
July 30 - News - Comments
If the EPA won’t stop fracking, then maybe the Justice Department will step in and do the job for them. Baker Hughes Incorporated (NYSE:BHI) and...
Keep Reading →
July 28 - News - Comments
If you’ve looked at Baker Hughes Incorporated (NYSE:BHI)‘ recent results, you may be convinced that the company is struggling somewhat. But...
Keep Reading →
July 23 - News - Comments
Schlumberger Limited. (NYSE:SLB), the big enchilada of oil-field services, did more than simply kick off reporting season for this industry as last week...
Keep Reading →
July 22 - News - Comments
There have been a wide variety of comments coming out regarding the outlook for the oil services industry. The other day, Goldman Sachs Group Inc (NYSE...
Keep Reading →
July 22 - News - Comments
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...
Keep Reading →
July 22 - News - Comments
Making large gains in the stock market is all about buying businesses with proven management teams in enduring industries. When those businesses can be...
Keep Reading →
July 17 - News - Comments
Oil-field services company Halliburton Company (NYSE:HAL) has inked an important deal with environmental solution provider Nuverra Environmental Solutions...
Keep Reading →
July 16 - News - Comments
Oil-field service company Nabors Industries Ltd. (NYSE:NBR) recently reduced its income guidance for the second quarter. The company said it now expects...
Keep Reading →
July 12 - News - Comments
With the euphoria surrounding the shale gas boom in the U.S., it’s easy to forget that other countries also have vast reserves of shale gas. In...
Keep Reading →
July 1 - News - Comments
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...
Keep Reading →
June 27 - News - Comments
Five months ago, I laid out the argument for why National-Oilwell Varco, Inc. (NYSE:NOV) is a “Top 10 Stock” for 2013 and beyond. Thus far, this...
Keep Reading →
June 26 - News - Comments
Under normal circumstances, initiating long positions in a company nearing its 52 week highs is not recommended. But if the company presents solid growth...
Keep Reading →
June 20 - News - Comments
Fracking is a thirsty — and thus expensive — business. In some areas, drilling and fracturing a horizontal well can take more than 5 million...
Keep Reading →
June 11 - News - Comments
We track quarterly 13F filings from hundreds of hedge funds and other notable investors, including billionaire Israel Englander’s hedge fund Millennium...
Keep Reading →
June 3 - Hedge Funds - Comments
Frack sand producer Hi-Crush Partners LP (NYSE:HCLP) is out with first-quarter earnings that came in a little light. Analysts were expecting earnings...
Keep Reading →
May 15 - News - Comments
Despite near-term economic uncertainties, I believe that in the long run growth in oil demand driven by emerging-market industrialization and rising wealth...
Keep Reading →
May 7 - News - Comments
Oil States International, Inc. (NYSE:OIS) rose over 15% on April 30th following the news that activist investor Barry Rosenstein’s JANA Partners owns...
Keep Reading →
May 1 - Hedge Funds - Comments
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...
Keep Reading →
April 28 - Hedge Funds - Comments
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...
Keep Reading →
April 28 - News - Comments
One of my favorite expressions (admittedly homemade) is that almost nothing in life is ever linear. No matter how ineluctable a trend appears to be, it...
Keep Reading →
April 27 - News - Comments
When National-Oilwell Varco, Inc. (NYSE:NOV) tells us about its latest quarter on Friday, we might see the start of something of a more concerted lifting...
Keep Reading →
April 26 - News - Comments
Friday saw a kickoff in quarterly reporting from the oilfield services group, as both Schlumberger Limited. (NYSE:SLB) and Baker Hughes Incorporated (...
Keep Reading →
April 20 - News - Comments
Since the price of natural gas fell off a cliff in the second half of 2011, energy equipment and service companies have seen activity in North America...
Keep Reading →
April 20 - News - Comments
You’re probably well aware of the fact that energy companies use vast amounts of water and sand in the fracking process. However, you might not...
Keep Reading →
April 2 - News - Comments
Every investor would love to stumble upon the perfect stock. But will you ever really find a stock that provides everything you could possibly want? One...
Keep Reading →
March 24 - News - Comments
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...
Keep Reading →
March 20 - News - Comments
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...
Keep Reading →
March 14 - News - Comments
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...
Keep Reading →
March 12 - News - Comments
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...
Keep Reading →
March 12 - Hedge Funds - Comments
Recently, I’ve been wondering if oil and gas asset sales to national oil companies have the potential to jeopardize our dreams of energy independence...
Keep Reading →
March 12 - News - Comments
Environmental-services company and frack-water treatment specialist Heckmann Corporation (NYSE:HEK) is scheduled to report financial results for its...
Keep Reading →
March 10 - News - Comments
Six to seven weeks after the end of each fiscal quarter, hedge funds report many of their long equity positions to the SEC and the general public as of...
Keep Reading →
March 6 - Hedge Funds - Comments
Calling the oil services industry a huge disappointment in 2012 would be a gross understatement. This is despite the strong bets placed by many industry...
Keep Reading →
March 5 - News - Comments
The world’s top three oilfield services firms, Schlumberger Limited (NYSE:SLB) , Halliburton Company (NYSE:HAL) and Baker Hughes Incorporated (NYSE...
Keep Reading →
March 3 - News - Comments
More often than not the best way to invest in a burgeoning growth industry is through “pick-and-shovel” plays. These are the companies that...
Keep Reading →
February 25 - News - Comments
Oilfield products and services suppliers ride the same waves of volatility, as does the energy industry they support. The potential for significant returns...
Keep Reading →
February 25 - News - Comments