Oil & Gas: Drilling Equipment & Services

December 31, 2014

Buy ($175)

Topics covered: Unconventional Resources, Shale Production Growth, Shale, Oil Price Expectations, Oil and Gas Investing, Offshore and Deepwater Drilling, Frontier Exploration and Development, Emerging Shale Plays, Capital Expenditures and Consolidation Activity

Companies covered: Halliburton Company (NYSE:HAL), Energy Recovery, Inc. (NASDAQ:ERII), Transocean Ltd. (NYSE:RIG), Rowan Companies plc (NYSE:RDC), Diamond Offshore Drilling, Inc. (OTCMKTS:DOFSQ), Core Laboratories N.V. (NYSE:CLB), Atwood Oceanics, Inc. (NYSE:ATW), Natural Gas Services Group, Inc. (NYSE:NGS), Schlumberger N.V. (NYSE:SLB), Nabors Industries Ltd. (NYSE:NBR), Baker Hughes (NYSE:BKR), Weatherford International plc (NYSE:WFT), National Oilwell Varco, Inc. (NYSE:NOV)