02.18.08: Oil Services Report
1 analyst and 6 sector firms examine the Oil Services segment in this 42 page report from The Wall Street Transcript. Order this Report
  1. Roundtable Forum: J. David Anderson, UBS Securities; Roger Read, Natexis Bleichroeder Inc.; Waqar Syed, Tristone Capital Inc.; Mark S. Urness, Calyon Securities (USA) Inc.

  2. Outlook for Oilfield Services Companies: R. Thaddeus Vayda, Stifel, Nicolaus & Company, Inc.

  3. Off The Record: Off the Record asks company leadership which management teams in their sector they most respect for their ability to execute and generate shareholder value.

  4. CEO Interviews (average 2,500 words): Top management from 6 sector firms examine the outlook for their firm and sector. Firms interviewed include: Canyon Services Group Inc., Hercules Offshore, Inc., Kelman Technologies Inc., Key Energy Services, Inc., Kinder Morgan Energy Partners, LP, Technicoil Corporation.

    Topics covered: Global economic outlook - Impact of high oil prices - Onshore North American companies - Offshore drilling companies - Deepwater drillers - Subsea products companies - International players - Margin pressures - Capital equipment issues - Gas prices and inventories - LNG imports - Pricing competition - Pressure on costs - Capacity additions - Industry consolidation - Outlook for small cap companies - Free cash flow - Share buybacks and dividends - Debt repayment - Investor interest - Stock picks - Stocks to worry about

    Companies covered: Schlumberger (SLB), Halliburton (HAL), Transocean (RIG), Atwood Oceanics (ATW), Diamond Offshore (DO), Cameron International (CAM), Weatherford International (WFT), Nabors Industries (NBR), Helix Energy Solutions (HLX), Baker Hughes (BHI), Bronco Drilling (BRNC), Smith International (SII), FMC Technologies (FTI), National Oilwell Varco (NOV), Transocean (RIG), BJ Services (BJS), Helmerich & Payne (HP).
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