Frank's International (NYSE:FI) is a leading provider of tubular services to the oil and gas industry. It offers investors an industry-leading ROCE and operating margins and high leverage to offshore/deep water drilling. The industry leading margins are driven by the small dollar value but critical nature of the company's work, the company's suite of proprietary technology, and a fairly consolidated market offshore. The company is tied to the best parts of the current up-cycle in E&P spending, the shift towards deep water (and ultra-deep water) activity globally, the proliferation of unconventional drilling in North America, and the increasing cost and complexity of well construction. Other reasons that make FI a compelling investment include the barriers to...
|FREE||SA PRO MEMBERS|
|IDEA GENERATOR||X||Exclusive access to 10 PRO ideas every day|
|INVESTING IDEAS LIBRARY||X||Exclusive access to PRO library of more than 15,000 ideas|
|SECTOR EXPERT NETWORK||X||Exclusive access to all sector experts for direct consultation|
|PERFORMANCE TRACKING||X||Track performance of all PRO stock ideas|
|PROFESSIONAL TOOLS||X||Professional Idea Filters to zero-in based on industry, market cap and more|
|PRO Top long ideas returned 21.7% in 2016**|