A huge backlog and improving margins will buoy NOV as offshore rig orders decline.
Core Labs' business model and returns are the envy of the oil services world.
Subsea 7 has a large (and growing) pipelay vessel fleet, but is grappling with execution challenges.
Cameron missed its guidance estimates several times in 2013 after experiencing weaker-than-expected order volumes. Management now faces the task of proving it can hit guidance.LeTourneau, the drilling systems technology business Cameron acquired in 2011, competes directly with National Oilwell
Halliburton eyes international growth while maintaining its grip on North American unconventional.
Weatherford is moving the right direction, but the market gives too much credit.
Competition in the subsea equipment market is increasing, and the One Subsea joint venture between Cameron and Schlumberger is a formidable contender for new project awards.International oil companies are reining in capital spending, especially for large, infrastructure-heavy projects, as return on
Schlumberger has one of the widest moats in oil services and is positioned for years of growth.
Despite moves to reduce cyclicality, BASF is still heavily tied to a variety of volatile end markets, including construction and oil and gas.A good portion of the firm's exploration and production assets reside in places with high geopolitical risk, including Libya and Russia.Roughly 50% of the
Sustainable dividends underpinned by regulated cash flow and the strong balance sheet attract.