A growing backlog should fuel strong top-line growth for Dresser-Rand in the intermediate term.
Sustainable dividend payout underpinned by regulated cash flows makes SPN an attractive yield play
The new Subsea 7 is well-positioned in a tough subsea engineering and construction landscape.
Halliburton has significant exposure to the North American market and a volatile pressure-pumping business.The international markets have been slow to recover from the 2008-09 downturn, despite high oil prices. Expansion into international territories, such as Russia and China, carries political
An increase in hiring and training outside the U.S. could inadvertently result in technology transfer to the new countries and new local competitors appearing.The U.S. pressure pumping market was oversupplied from 2006 to 2009, which resulted in a significant decline in Schlumberger's North
Many drillers believe upgrades on offshore rigs can add as many as 20 years of useful life. This would extend the life span of a rig to 45 years from 25. If this is the case, new rig orders and National Oilwell Varco's results will suffer.U.S. drilling activity is extremely volatile, which could
Cameron represents a solid way to play the retooling of the ancient global rig fleets.
Competitors like Cameron are also working on their own subsea separation and all-electric subsea technology. FMC may sell its concepts to customers, but that doesn't prevent customers from ordering from Cameron if its technology is better.FMC's loss of alliance partners would hurt the effectiveness
Weatherford's returns on invested capital have been weaker than those of competitors, indicating that the firm is having difficulty delivering shareholder value.Larger peers like Schlumberger and Halliburton have more resources to help them develop better technology than Weatherford. The firm needs
Baker Hughes is well positioned to benefit from industrywide secular trends.