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thinking ahead » Comments » CAM

  • Buying Core Labs and National Oilwell Varco on Ridiculously Low Valuations [View article]
    My NOV 55 calls are 4X in 2 weeks. Mmmmmm Good.
    Apr 04 16:42 pm |Rating: 0 0 |Link to Comment
  • Cameron International Down 10%: Can't Win in Oil Services [View article]
    This is a tough call. I went the other way on NOV for two reasons. First, the stock is already way off its highs. Second, NOV is very levered to the deepwater business - the hottest corner ofthe patch. I am a little concerned about the near-term effect of the acquisition, but still think NOV will report and guide big.
    Feb 01 10:40 am |Rating: 0 0 |Link to Comment
  • Transocean and Its Peers Seeing Pent-Up Demand - BoA  [View article]
    Gee. B of A was way ahead of the field on this call.
    Dec 19 11:12 am |Rating: 0 0 |Link to Comment
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