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National Oilwell Varco NOV

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    1. Falling Oil Prices Source of Bargain Hunting

      Headlines

      Wed, 4 Mar 2015

      Petroleum are examples of companies with management teams that we trust to produce oil and gas reserves economically. National Oilwell Varco manufactures the necessary equipment to develop and produce those reserves. Even companies like Flowserve and

    2. Ultimate Stock-Pickers' Top 10 Buys and Sells

      Headlines

      Tue, 3 Mar 2015

      Mobil XOM and narrow-moat ConocoPhillips COP , as well as selling off one fifth of its holdings in narrow-moat National Oilwell Varco NOV , there was not the same level of selling across our top managers. The one exception was the portfolio at

    3. Notable Stock Rating Changes

      Video Reports

      Thu, 26 Feb 2015

      there. Another example would be [TICKER:NOV] National Oilwell Varco (NOV). Our fair value estimate has come down ..... off too much? Coffina: I think [TICKER:NOV] National Oilwell Varco is still a good value. It is less attractive now

      National Oilwell Varco found at 0:47, 2:58

      cut our fair value estimate pretty steeply there. Another example would be [TICKER:NOV] National Oilwell Varco (NOV). Our fair value estimate has come down but so has our moat rating. By the way, this is a stock we
      seem like they still have sold off too much? Coffina: I think [TICKER:NOV] National Oilwell Varco is still a good value. It is less attractive now in my view as a long-term holding, now that we don't think
    4. Friday Five: Don't Fret Over Rate Hike Timing

      Video Reports

      Thu, 19 Feb 2015

      companies. They sold out of ExxonMobil, they sold out of ConocoPhillips, and cut a big part of their stake in National Oilwell Varco . This may be a sign that they didn't have a lot of confidence in what was going to happen with energy prices

      National Oilwell Varco found at 3:18

      out of ConocoPhillips, and cut a big part of their stake in National Oilwell Varco . This may be a sign that they didn't have a lot of confidence in what was going to happen with energy prices,
    5. Sale of Energy Stocks the Biggest Highlight in Berkshire's 4Q Equity Portfolio

      Headlines

      Wed, 18 Feb 2015

      portfolio. Likely spurred on by the collapse in oil prices, the insurer eliminated its stakes in ExxonMobil XOM, National Oilwell Varco NOV, and ConocoPhillips COP during the fourth quarter, picking up more than $3.5 billion in proceeds from

    6. Sale of Energy Stocks the Biggest Highlight in Berkshire's 4Q Equity Portfolio

      Commentary

      Tue, 17 Feb 2015

      portfolio. Likely spurred on by the collapse in oil prices, the insurer eliminated its stakes in ExxonMobil, National Oilwell Varco , and ConocoPhillips during the fourth quarter, picking up more than $3.5 billion in proceeds from the sale

    7. Downgrading NOV's Moat to Narrow and Trimming Fair Value Estimate as Tide Turns

      Commentary

      Tue, 10 Feb 2015

      National Oilwell Varco delivered impressive growth and returns over the past decade as it built a dominant position selling equipment into a once-a

    8. National Oilwell Varco Posts Another Solid Quarter, but Expect Pain in 2015

      Commentary

      Wed, 4 Feb 2015

      We are placing our fair value estimate for National Oilwell Varco under review as we transfer coverage to a new analyst. We expect to make a material reduction to our fair value estimate, based

    9. National Oilwell revenue rises 8 pct on order backlog

      Headlines

      Tue, 3 Feb 2015

      Feb 3 (Reuters) - National Oilwell Varco Inc, the largest U.S. oilfield equipment provider, reported an 8 percent rise in quarterly revenue, helped by a strong backlog of orders for its rigs and drilling components.

    10. Coffina: Expect Less From Stocks

      Video Reports

      Sat, 31 Jan 2015

      in the year. So, this really hurt our positions in [TICKER:SLB] Schlumberger (SLB) and [TICKER:NOV] National Oilwell Varco (NOV) two oil-services and equipment names. On the other hand, it wasn't all bad news in energy. Fortunately

      National Oilwell Varco found at 3:37

      the year. So, this really hurt our positions in [TICKER:SLB] Schlumberger (SLB) and [TICKER:NOV] National Oilwell Varco (NOV) two oil-services and equipment names. On the other hand, it wasn't all bad news in energy. Fortunately, we were able to
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