- TickerBKR
- ISINUS05722G1004
- ExchangeNew York Stock Exchange
- SectorOil Equipment, Services & Distribution
- CountryUnited States
Market Too Good To Be True? Our outlook remains bullish and we continue to recommend adding exposure on pullbacks. At the moment it is difficult to point to any problems in the market aside from increasingly bullish sentiment from market participants and the worry that things are getting overheated and over-extended. Of course, at some point this almost too good to be true scenario is likely to result in a 7-15% pullback, but for now we see no signs of this rally letting up. Additionally, this goldilocks scenario has only been in effect for a week or two, and it can continue for weeks or mont...
Summary Patterson-UTI Energy, Inc. - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Patterson-UTI Energy, Inc. (Patterson-UTI or 'the company') is an oilfield services company that provides contract drilling services to exploration and production companies in the North America. It also offers pressure pumping services to oil and natural gas operators primarily in...
Summary Tetra Technologies, Inc. - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Tetra Technologies, Inc. (Tetra or 'the company') is a diversified oil and gas services company, which is involved in providing completion fluids and associated products and services. The company offers clear brine fluids, additives and associated products and also several services ...
Summary John Wood Group PLC - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights John Wood Group PLC (Wood Group or 'the company') is involved in providing a wide range of services including engineering, procurement and construction management, facility operations and maintenance, and repair and overhaul of turbines and other high-speed rotating equipment for downstr...
Summary Weatherford International plc - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Weatherford International plc (Weatherford or 'the company') is an oilfield service company that offers equipment and services used for the drilling, evaluation, completion, production, and intervention of oil and natural gas wells. The company's major products include completi...
Weakening Dollar, Strengthening Commodities We continue to see increasingly more reasons to be bullish than not, and we believe the path of least resistance is higher for US equities. We also continue to recommend a “buy the dip†strategy. Below we outline new developments, including more signs that the US dollar is rolling over, bullish developments for gold & gold miners, and major breakouts for the Consumer Discretionary Sector. • Weak Dollar, Strong Commodity. The US dollar (DXY) continues to show signs of breaking down just as the Bloomberg Commodity Index (BCOM) makes a bullish i...
Key Points: • The U.S. dollar is breaking its 16-month uptrend and is declining through its 200-day moving average and Gold is breaking to 6-year price highs. RS appears to be staging a reversal at a support level. (ex. GC00, GDX) • A number of Healthcare Sector names are breaking out or staging reversals. (ex. ITGR, CHE, XRAY, OMCL, MOH, WCG, ARWR, INCY, GILD, VRTX, IQV, MEDP, and CTLT)
Key Points: • Property & Casualty Insurance names are staging price and RS reversal and/or breakouts. • Airlines are staging price and SR reversals to the upside and/or are breaking out. • Railroad related names are breaking out. • We have been bearish on much of the Semiconductor and Suppliers industry since February; however we are seeing some near term reversals at support levels. We will keep you posted of any further changes.
Market Too Good To Be True? Our outlook remains bullish and we continue to recommend adding exposure on pullbacks. At the moment it is difficult to point to any problems in the market aside from increasingly bullish sentiment from market participants and the worry that things are getting overheated and over-extended. Of course, at some point this almost too good to be true scenario is likely to result in a 7-15% pullback, but for now we see no signs of this rally letting up. Additionally, this goldilocks scenario has only been in effect for a week or two, and it can continue for weeks or mont...
Summary Patterson-UTI Energy, Inc. - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Patterson-UTI Energy, Inc. (Patterson-UTI or 'the company') is an oilfield services company that provides contract drilling services to exploration and production companies in the North America. It also offers pressure pumping services to oil and natural gas operators primarily in...
Summary Tetra Technologies, Inc. - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Tetra Technologies, Inc. (Tetra or 'the company') is a diversified oil and gas services company, which is involved in providing completion fluids and associated products and services. The company offers clear brine fluids, additives and associated products and also several services ...
Summary John Wood Group PLC - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights John Wood Group PLC (Wood Group or 'the company') is involved in providing a wide range of services including engineering, procurement and construction management, facility operations and maintenance, and repair and overhaul of turbines and other high-speed rotating equipment for downstr...
Summary Weatherford International plc - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights Weatherford International plc (Weatherford or 'the company') is an oilfield service company that offers equipment and services used for the drilling, evaluation, completion, production, and intervention of oil and natural gas wells. The company's major products include completi...
The independent financial analyst theScreener just awarded an improved star rating to BAKER HUGHES CO (US), active in the Oil Equipment & Services industry. As regards its fundamental valuation, the title receives an improved star rating and now shows 4 out of 4 possible stars. With regard to its market behaviour, it remains unchanged and can be qualified as risky. theScreener considers that these elements allow slightly upgrading its rating to Neutral. As of the analysis date October 27, 2020, the closing price was USD 14.17 and its expected value was estimated at USD 14.01.
We highlight stocks that demonstrate solid growth at a reasonable price (GARP). Stocks selected for our model portfolio strategies all rank highly for the following metrics, with an emphasis on proxies for cash flow growth and ROIC: Relative Value Operating Momentum Analyst Revision Momentum Fundamental Quality Pages 7-3 contain brief commentary and highlights of a few stocks that seem particularly attractive. Page 14 contains rebalancing actions for our long-only model portfolio. Page 16 contains rebalancing actions for our short-only model portfolio. Target and stop prices, ...