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
Over the past couple of years Apple’s (AAPL) stock been on a roller coaster. Since reaching its all time high of just over $100.00 (adjusted for the recent 7 to 1 stock split) in September of 2012, the stock price sold off rather sharply in 2013, hitting lows around the $60.00 level. Since April 2013, Apple’s shares have begun a rebound and are now back around $93.00. So what’s next? Are we on our way back to $100+ or back
Continue reading Apple: Free Cash And The Wearables Market To Drive Shareholder Value $AAPL
With the inevitability of rising fuel costs and stricter emissions standards for locomotives set to take effect in 2015, class 1 railroad companies such as Berkshire Hathaway’s Burlington Northern Santa Fe LLC, Union Pacific (NYSE: UNP ) , Canadian National Railway(TSX: CNR ) , and CSX Corp. (NYSE: CSX ) are researching alternatives to manage their expenses. One of the alternatives the railroad companies are exploring is switching from diesel to liquefied natural gas, or LNG, as the main source of power for their locomotives.
The idea of LNG
Continue reading Liquefied Natural Gas Set to Transform Railroad Industry $UNP $CSX $CNR $GE
With consumers steering away from cash in favor of the convenience of credit and debit cards, companies that offer these products are expected to see significant growth over the next few years. Globally, the number of cashless transactions is expected to increase as infrastructure issues in emerging markets are defined and ultimately tackled. As a global payments technology company set to reap the rewards of this trend, Visa Inc. (V) is a company to keep an eye on.
Continue reading Visa: Infrastructure, Emerging Market Growth And Valuations $V $MA
Over the past couple of years or so, companies that are associated with deep-water drilling have underperformed the S&P. Cameron International (CAM) has been no exception. Even though the company earns a significant percentage of their revenue outside offshore activities, the deep-water market creates substantial revenues for the company.
When comparing the past three years performance with competitors, National Oilwell Varco (NOV) and FMC Technologies (FTI), you can see how these companies have underperformed the S&P.
Why the under performance?
Continue reading Cameron International: Is This The Time To Buy? $CAM $SLB $XOM