Oil & Gas: Drilling Equipment & Services

December 31, 2015

Buy ($175)

Companies covered: Schlumberger N.V. (NYSE:SLB), Halliburton Company (NYSE:HAL), Baker Hughes (NYSE:BKR), Weatherford International plc (NYSE:WFT), National Oilwell Varco, Inc. (NYSE:NOV), Cameron International Corporation (NYSE:CAM), FMC Technologies, Inc. (NYSE:FTI), Oceaneering International, Inc. (NYSE:OII), ENSCO plc (NYSE:ESV), Noble Corporation (NYSE:NE), Rowan Companies plc (NYSE:RDC), U.S. Silica Holdings, Inc. (NYSE:SLCA), Core Laboratories N.V. (NYSE:CLB), RigNet, Inc. (NASDAQ:RNET), Tetra Technologies, Inc. (NYSE:TTI), Transocean Ltd. (NYSE:RIG), Diamond Offshore Drilling, Inc. (OTCMKTS:DOFSQ), Bristow Group Inc. (NYSE:VTOL), Patterson-UTI Energy, Inc. (NASDAQ:PTEN), Precision Drilling Corporation (NYSE:PDS), C&J Energy Services, Inc. (NYSE:CJES), Calfrac Well Services Ltd (TSE:CFW), RPC, Inc. (NYSE:RES), Technip (EPA:TEC), Seadrill Limited (NYSE:SDRL)