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Analyzing the Valuation Points of the Supermajors $XOM $CVX $BP $RDS.A $RDS.B

With both Brent Crude and WTI prices above the $100.00 barrier and support from Henry Hub natural gas that has been on a slow and steady climb over the past couple of years, this represents a higher price point for energy prices. In the analysis below, I will calculate the EV/EBITDA for BP PLC (NYSE:BP), Exxon Mobil (NYSE:XOM), Chevron (NYSE:CVX) and Royal Dutch Shell (NYSE:. Based on this information we will see where the companies currently stand on a valuation

Continue reading Analyzing the Valuation Points of the Supermajors $XOM $CVX $BP $RDS.A $RDS.B

Finding Strength in the Deepwater Market $FTI $GE $CAM $SLB

Being driven by rising energy costs and the insatiable thirst for energy, FMC Technologies(NYSE: FTI  ) , Cameron International (NYSE: CAM  ) , and General Electric Oil & Gas are oil and gas service companies that have significant deepwater exposure. Since July 2011, many companies that derive much of their revenue from the deepwater market have under performed the S&P 500. In the article below, I will explore some of the issues regarding their underperformance and estimate what will drive these companies moving forward. 

Even though

Continue reading Finding Strength in the Deepwater Market $FTI $GE $CAM $SLB

Do the Major Oil and Gas Service Companies Have More Room to Run? $SLB, $HAL, $BHI

Since the beginning of the year, oil and gas service companies such as Halliburton (NYSE:HAL  ) , Schlumberger NV  (NYSE: SLB  ) , and Baker Hughes  (NYSE: BHI  )  have had extensive runs. Reaching their recent lows in mid-January and early February, their share prices have increased by ~34%, ~27%, and ~39% respectively. But are these companies still buys, and if so what will drive their valuations moving forward?

Iraq and oil prices A key factor driving oil and gas service stocks recently has been the rising

Continue reading Do the Major Oil and Gas Service Companies Have More Room to Run? $SLB, $HAL, $BHI

National Oilwell Varco: Deep Sea Pressures Creating Buying Opportunity $NOV

Inpex - Songa Venus

Over the past year or so companies that are associated with deep-water drilling have underperformed. National Oilwell Varco (NOV) has been no exception. Even though the company earns a significant percentage of their revenue outside offshore activities, National Oilwell Varco holds a dominant share of the market for key offshore-drilling gear. Being the worlds largest supplier of deep-water rigs and equipment, it is estimated that NOV has products on ~90% of all rigs.

Through expensive M&A’s, NOV’s revenues have increased

Continue reading National Oilwell Varco: Deep Sea Pressures Creating Buying Opportunity $NOV

Ensco PLC: Short-Term Headwinds Equal Long-Term Value $ESV $SDRL

ensco drillship

Over the past year, Ensco PLC’s (ESV) stock price has been under significant pressure. Since its high in March of 2013, the stock is down just over 16%. What are some of the factors contributing to this? And what should an investor expect moving forward?

If we look at the whole sector, you will notice all of the companies within the sector have experienced a tough 2013 and 1st half of 2014. As the chart indicates below, Transocean (RIG), Seadrill

Continue reading Ensco PLC: Short-Term Headwinds Equal Long-Term Value $ESV $SDRL