Oil & Gas: Drilling Equipment and Services

January 03, 2014

Buy ($175)

Topics covered: Unconventional Resources, Shale, Oil Price Expectations, Oil and Gas Transportation Services, Offshore and Deepwater Drilling, International Energy Opportunities, Domestic Crude Prices, Dividend Yields for Energy Investors, Bundled Oil and Gas Services

Companies covered: National Oilwell Varco, Inc. (NYSE:NOV), TransCanada Corporation (NYSE:TRP), Enbridge Inc (NYSE:ENB), Canadian Pacific Railway Limited (NYSE:CP), Canadian National Railway Company (NYSE:CNI), FMC Technologies, Inc. (NYSE:FTI), Fluor Corporation (NYSE:FLR), Dresser-Rand Group Inc. (NYSE:DRC), Dow Inc. (NYSE:DOW), Weatherford International plc (NYSE:WFT), Schlumberger N.V. (NYSE:SLB), Transocean Ltd. (NYSE:RIG), Icahn Enterprises L.P. (NASDAQ:IEP), Halliburton Company (NYSE:HAL), Cameron International Corporation (NYSE:CAM), Baker Hughes (NYSE:BKR), Noble Corporation (NYSE:NE), Hornbeck Offshore Services (NYSE:HOS), Helix Energy Solutions Group, Inc. (NYSE:HLX), Diamond Offshore Drilling, Inc. (OTCMKTS:DOFSQ), Exxon Mobil Corporation (NYSE:XOM), Total SA (ADR) (NYSE:TOT), General Electric Company (NYSE:GE), ENSCO plc (NYSE:ESV), Chevron Corporation (NYSE:CVX), Rowan Companies plc (NYSE:RDC), Oceaneering International, Inc. (NYSE:OII), Noble Energy Inc. (NYSE:NBL), Petroleo Brasileiro S.A.- Petrobras (NYSE:PBR)