For this company, big is beautiful. Scale has become a burden for oil majors struggling to grow their production, but this oil services firm can still count it a blessing, observes Richard Moroney, editor of Dow Theory Forecasts.
Founded in 1926, Schlumberger (SLB), operates in all major facets of oilfield services, essentially covering the lifespan of reservoirs that house natural gas and oil.
About 75% of the 27 energy equipment and services companies in the S&P 1500 Index have market values below $5 billion. By comparison, Schlumberger's market cap tops $106 billion.
Schlumberger's scale��reater operating cash flow than its three largest US rivals combined��llows the company to pursue opportunities worldwide.
North America generated 31% of sales for the 12 months ended June, followed by Europe and Africa (28%), Middle East and Asia (23%), and Latin America (18%).
The US land-drilling industry suffers from declining rig counts and relatively weak pricing. But international markets have rebounded, especially Saudi Arabia, China, and Australia.
Top 10 Oil Service Companies To Watch For 2014: China Teletech Holding Inc (CNCT)
China Teletech Holding, Inc., formerly Guangzhou Global Telecom, Inc., incorporated on March 29, 1999, is a distributor of pre-paid calling card and integrated mobile phone handsets and a provider of mobile handset value-added services. The Company serves as one of principal distributors of China Telecom, China Unicom, and China Mobile products in Guangzhou City. The Company is also developing an on-line refill platform with China Mobile to develop its on-line business in the Guangdong Province. On March 30, 2012, the Company acquired China Teletech Limited.
The Company operates its business through its subsidiaries in China: Guangzhou Renwoxing Telecom Co., Ltd., Guangzhou Global Telecommunication Co., Ltd., Guangzhou Rongxin Technology Co., Ltd., and Shenzhen Rongxin Investment Co., Ltd. The Company also engages in the business of wholesale and distribution of mineral water, as well as trading of wine in China. The Company has cooperative distribution relationships with Panasonic, Motorola, LG, GE, Bird, Samsung corporations for their mobile handsets.
Advisors' Opinion:- [By MARKETWATCH]
HONG KONG (MarketWatch)-- Hong Kong stocks rose early Thursday, as China Mobile Ltd. shined on news of iPhone pre-orders hitting 1 million units. The Hang Seng Index (HK:HSI) added 0.6% to 23,032.09. Market heavyweight China Mobile (HK:941) (CHL) rallied 0.9%, as the world's largest mobile carrier said it has received more than 1 million pre-orders for the iPhone before it goes on sale in the carrier's stores on Friday, at a time when Apple Inc. (AAPL) Chief Executive Tim Cook visited Beijing for future cooperation between the two giants. Telecom equipment shares also advanced, with ZTE Corp. (HK:763) (ZTCOF) rising 1.2%. Meanwhile, China Mobile's smaller rivals slipped, as China Unicom (HK:762) (CHU) dropped 0.7%, and China Telecom (HK:738) (CNCT) fell 0.5%. China South City Holdings (HK:1668) , a developer of logistics and trade centers, surged 56%, after the company announced that Internet giant Tencent Holdings (HK:700) (TCTZF) would invest about 1.5 billion Hong Kong dollars ($195 million) for an almost 10% stake in the developer in order to expand their business online, including e-commerce and online payment services. Tencent Holdings (HK:700)
Top 10 Oil Service Companies To Watch For 2014: Ashmore Group PLC (ASHM)
Ashmore Group plc (Ashmore) is engaged in providing investment management services. The Company is a fund manager across six core investment themes, such as external debt, local currency, corporate debt, blended debt, equities, multi-strategy, alternatives and overlay/liquidity. External debt is a diversified portfolio of emerging market debt assets. Local currency takes advantage of the expanding local currency and local currency denominated debt market. Corporate debt focuses on the developing corporate debt asset class. Blended debt mandates specifically combine external, local currency and corporate debt measured against tailor-made blended indices. Multi-strategy is a dynamic asset allocation across other investment themes. Equities Focuses on liquidity and top down macro country selection in publicly traded. Overlay/liquidity helps to separate and centralize the currency risk of an underlying emerging market asset class. Advisors' Opinion:- [By Inyoung Hwang]
Ashmore Group Plc (ASHM) jumped 5.3 percent to 382.2 pence. The U.K. fund manager that invests in emerging markets reported full-year pretax profit and revenue that exceeded estimates. The London-based company also raised its dividend.
Top 5 Performing Stocks For 2015: CONSOL Energy Inc (CNX)
CONSOL Energy Inc. (CONSOL Energy), incorporated in 1991, is a producer of coal and natural gas for global energy and raw material markets, which include the electric power generation industry and the steelmaking industry. During the year ended December 31, 2011, the Company produced 62.6 million tons of high-British thermal unit (Btu) bituminous coal from 12 mining complexes in the United States. In addition, it provides energy services, including river and dock services, terminal services, industrial supply services, coal waste disposal services and land resource management services. The Company operates in two segments: Coal and Gas. In July 2012, Cloud Peak Energy Inc. acquired Youngs Creek Mining Company, LLC (Youngs Creek) joint venture and other related coal and surface assets from Chevron U.S.A. Inc. (Chevron) and the Company.
Coal Operations
The principal activities of the Coal unit are mining, preparation and marketing of thermal coal, sold primarily to power generators, and metallurgical coal, sold to metal and coke producers. The Coal division consists of four reportable segments, which includes Thermal, Low Volatile Metallurgical, High Volatile Metallurgical and Other Coal. Each of these reportable segments includes a number of operating segments (mines or type of coal sold). During 2011, the Thermal aggregated segment included the Bailey, Blacksville #2, Enlow Fork, Fola Complex, Loveridge, McElroy, Miller Creek Complex, Robinson Run and Shoemaker mines. During 2011, the Low Volatile Metallurgical coal aggregated segment included the Buchanan mine. During 2011, the High Volatile Metallurgical coal aggregated segment included Bailey, Blacksville #2, Enlow Fork, Fola Complex, Loveridge, Miller Creek Complex and Robinson Run coal sales.
The Other Coal segment includes its purchased coal activities, idled mine activities, as well as various other activities assigned to the coal division but not allocated to each individual mine. During 2011, the Company! �� reserves were located in northern Appalachia (62%), the mid-western United States (17%), central Appalachia (15%), the western United States (4%), and in western Canada (2%). As of December 31, 2011, the Company had an estimated 4.5 billion tons of proven and probable reserves. During 2011, 94% of its production came from underground mines, 6% from surface mines, and 91% of its production came from mines equipped with longwall mining systems. As of December 31, 2011, CONSOL Energy operated 22 towboats, five harbor boats and a fleet of 625 barges that serve customers along the Ohio, Allegheny, Kanawha and Monongahela Rivers. During 2011, over 84% of all the coal it produced was sold under contracts with terms of one year or more.
Gas Operations
The principal activity of the Gas division is to produce pipeline methane gas for sale primarily to gas wholesalers. The Gas Division consists of four reportable segments, which include Coalbed Methane (CBM), Marcellus, Shallow Oil and Gas and Other Gas. The Other Gas segment includes its purchased gas activities, as well as various other activities assigned to the gas division but not allocated to each individual well type. Its gas division focuses on developing the Marcellus acreage position in southwest Pennsylvania, central Pennsylvania and northwest West Virginia. CONSOL Energy�� all Other segment includes terminal services, river and dock services, industrial supply services and other business activities. Its gas operations primarily produce CBM, which is a gas that resides in coal seams. The Company�� Coalbed Methane operations are located in central Appalachia in Southwest Virginia. Its CBM production also comes from northern Appalachia in northwestern West Virginia and southwestern Pennsylvania where it drills vertical-to-horizontal CBM wells.
As of December 31, 2011, the Company had rights to extract CBM in Virginia from approximately 359,000 net CBM acres, which cover a portion of its coal reserves in Cen! tral Appa! lachia. CONSOL Energy produces gas primarily from the Pocahontas #3 seam, which is the coal seam mined by its Buchanan Mine. The Company also has right to extract CBM in northwestern West Virginia and southwestern Pennsylvania from approximately 859,000 net CBM acres, which contains its recoverable coal reserves in Northern Appalachia. CONSOL Energy produces gas primarily from the Pittsburgh #8 coal seam.
In central Pennsylvania, the Company has the right to extract CBM from approximately 263,000 net CBM acres, which contains its recoverable coal reserves, as well as leases from other coal owners. In addition, CONSOL Energy controls 810,000 net CBM acres in Illinois, Kentucky, Indiana and Tennessee. It also has the right to extract CBM on 139,000 net acres in the San Juan Basin, 20,000 net acres in the Powder River Basin and 92,000 net acres in eastern Ohio and central West Virginia. Its Marcellus wells are primarily horizontal wells with 2,500 to 5,000 feet of lateral length. As of December 31, 2011, the Company had the right to extract natural gas in Pennsylvania, West Virginia and New York from approximately 361,000 net acres.
CONSOL Energy controls approximately 346,000 net acres of rights to gas in the New Albany shale in Kentucky, Illinois and Indiana. The New Albany shale is a formation containing gaseous hydrocarbons, and its acreage position has thickness of 50-300 feet at an average depth of 2,500-4,000 feet. CONSOL Energy has 249,000 net acres of Chattanooga Shale. It has 457,000 net acres of Huron shale in Kentucky and Virginia. During 2011, the Company drilled 254.9 net development wells and 47 net developmental wells.
Other Operations
CONSOL Energy provides other services to its own operations and others. These include land services, industrial supply services, terminal services, including break bulk, general cargo and warehouse services, and river and dock services water services. Fairmont Supply Company, which is CONSOL Energy�� subs! idiary, i! s a general-line distributor of mining, drilling, and industrial supplies in the United States. During 2011, approximately 12.6 million tons of coal was shipped through CNX Marine Terminal Inc.�� exporting terminal in the Port of Baltimore. CONSOL Energy�� river operations, located in Monessen, Pennsylvania, transport coal from its mines, coal from other mines and non-coal commodities from river loadout facilities located primarily along the Monongahela and Ohio Rivers in northern West Virginia and southwestern Pennsylvania.
As of December 31, 2011, it operated 22 towboats, five harbor boats and 625 barges. In 2011, its river vessels transported a total of 19.1 million tons of coal and other commodities, including 6.2 million tons of coal produced by CONSOL Energy mines. CONSOL Energy provides dock services for its mines, as well as for third parties at its Alicia Dock, located on the Monongahela River in Fayette County, Pennsylvania. Its subsidiary CNX Water Assets LLC acquires and develops existing sources of water used to support its coal and gas operations.
Advisors' Opinion:- [By Dimitra DeFotis]
Among energy stocks rising today: Producers of gas and gas liquids were higherm, including Devon (DVN) and�Consol Energy (CNX) rose about 2% each, while drillers�Nabors Industries (NBR) and�Rowan Companies (RDC) jumped more than 3% apiece. Oilfield services names Halliburton (HAL) and Baker Hughes (BHI) each rose nearly 2%.
- [By Matt DiLallo]
CONSOL Energy (NYSE: CNX ) is having a bit of an identity crisis. The company can't decide if it's a coal company or a natural gas company. It's also not very fond of the value investors have placed on its stock, because investors apparently don't know how to identify CONSOL. Because of this, one thing has become is clear: CONSOL doesn't like the direction it's heading, which means that big changes could be on the horizon.
Top 10 Oil Service Companies To Watch For 2014: American Homes 4 Rent (AMH)
American Homes 4 Rent, incorporated on October 19, 2012, is an internally managed Maryland real estate investment trust (REIT). The Company is focused on acquiring, renovating, leasing and operating single-family homes as rental properties.
As of September 30, 2013, the Company owned 21,267 properties in desirable markets in 22 states including Cincinnati, Ohio; Columbus, Ohio ; Raleigh, North Carolina, Charlotte, North Carolina, Houston, Texas , Chicago, Illinois; Indianapolis, Indiana; Nashville, Tennessee ; Dallas / Fort Worth, Texas , and Columbia, South Carolina. In addition to single-family properties, the Company also focuses to invest in condominium units, townhouses and real estate-related debt investments.
Advisors' Opinion:- [By Jon C. Ogg]
We saw the analyst quiet period end for American Homes 4 Rent (NYSE: AMH) and we have seen some mixed coverage in the name: BofA/Merrill Lynch was at Neutral, Goldman Sachs was at Neutral, Wells Fargo was at Market Perform and J.P. Morgan was at Overweight.
- [By Will Ashworth]
PSA fills a need that�� not likely to disappear. In the latest fiscal year ended Dec. 31, 2013, PSA generated core funds from operations of $7.44 — 11.4% higher than in 2012. Same-store rental income increased 5.4% year-over-year due to higher rents and higher occupancies. It�� a winning combination that over time has proved successful. Although it�� only yielding 3.3% at the moment, it�� a very stable stock, having seen a negative return just once in the past decade. I like its odds.
Pure-Play REITs: American Homes 4 Rent (AMH)This is the brand child of Public Storage founder Wayne Hughes, who started the company in 2011 to take advantage of falling prices in the single-family home market. Private equity firms such as�Blackstone Group (BX), Hughes and others have been actively buying up houses on the cheap with plans to rent them out until prices rise to the point where they��e no longer worth holding on to. As a result of this intense competition, prices have risen faster than anticipated — slowing the number of home purchases made by institutional investors.
- [By Mark Holder]
After an initial bump in Silver Bay, the stock has had a horrible 2013, now trading close to all-time lows. Recently, a couple of other IPOs in the sector have come to market with weak receptions. Both American Homes 4 Rent (NYSE: AMH ) and American Residential Properties (NYSE: ARPI ) offer different twists to the general thesis of investing in single-family rental properties to take advantage of the weakness in housing prices and the increased demand for rentals.
Top 10 Oil Service Companies To Watch For 2014: Central Goldtrust (GTU)
Central GoldTrust (GoldTrust) is a passive, self-governing, single purpose, closed-end trust. GoldTrust is a gold holding trust created to buy and hold substantially all of its assets in long-term holdings of gold bullion. The primary objective of GoldTrust is to provide a exchange-tradeable alternative for investors interested in holding an investment in gold bullion. All gold bullion owned by GoldTrust must be stored in Canada in the treasury vault facilities of a tier 1 Canadian chartered bank on an allocated and segregated basis.
GoldTrust holds long-term holdings of pure, unencumbered gold bullion, in 400 troy ounce international bar sizes, and does not speculate with regard to short-term changes in gold prices. At least 95% of the total net assets of GoldTrust should be held in gold with at least 90% in physical bullion and up to 5% in gold certificate form. The property of GoldTrust, as at December 31, 2011, was consisted of 698,496 fine ounces of gold bullion and 6,156 fine ounces of gold in certificate form for a total of 704,652 fine ounces. GoldTrust is almost entirely invested in pure refined gold bullion in international bar form. As at December 31, 2011, GoldTrust�� assets were made up of 98.1% gold.
Advisors' Opinion:- [By Eric Parnell]
It also remains worthwhile to hedge stock allocations to protect against any major downside event along the way. This includes positions with low correlations such as the PIMCO Total Return ETF (BOND) or the PIMCO Global Advantage Inflation Linked Bond ETF (ILB). This also includes allocations that are likely to rally sharply in the event of a stock pullback but can also continue to rise along with the market such as long-term Treasuries (TLT) or Build America Bonds (BAB). And despite the recent thrashing they have endured, the precious metals complex including gold (GLD), silver (SLV), platinum (PPLT) and palladium (PALL) continue to provide attractive long-term portfolio diversification benefits. I remain long all of these metals via the Central GoldTrust (GTU), the Central Fund of America (CEF), the Sprott Physical Silver Trust (PSLV) and the Sprott Physical Platinum and Palladium Trust (SPPP).
Top 10 Oil Service Companies To Watch For 2014: TransAlta Corporation (TAC)
TransAlta Corporation operates as a non-regulated electricity generation and energy marketing company. The company engages in the production and sale of electric energy through its diversified portfolio of facilities fuelled by coal, natural gas, hydroelectric, wind, geothermal, and biomass resources in Canada, the United States, and Australia. It has an aggregate net ownership interest of approximately 8,025 megawatts of generating capacity in operation. The company was founded in 1911 and is based in Calgary, Canada.
Advisors' Opinion:- [By alicet236]
TransAlta Corporation (TAC) Reached the Five-Year Low of $12.78
The prices of TransAlta Corporation (TAC) shares have declined to close to the five-year low of $12.78, which is 47.9% off the five-year high of $23.30. TransAlta Corp. is owned by one Guru we are tracking. Among them, zero have added to their positions during the past quarter. One reduced their position. TransAlta Corp. was incorporated under the Canada Business Corporations Act in March 1985. TransAlta Corp. has a market cap of $3.43 billion; its shares were traded at around $12.78 with a P/E ratio of 96.80 and P/S ratio of 1.46. The dividend yield of TransAlta Corp. stocks is 8.71%. TransAlta Corp. had an annual average earnings growth of 0.20% over the past 10 years.
Top 10 Oil Service Companies To Watch For 2014: Informatica Corporation (INFA)
Informatica Corporation provides enterprise data integration and data quality software and services worldwide. Its software solutions include a set of technologies that enable various enterprise-wide data integration initiatives. The company offers PowerCenter, which integrates data virtually from business systems in various formats and delivers that data throughout the enterprise; PowerExchange that enables IT organizations to access the sources of enterprise data without having to develop custom data access programs; and Informatica Data Services for finding, integrating, and managing data across the enterprise. It also provides Data Quality, which delivers data quality to stakeholders, projects, and data domains; Master Data Management that provides consolidated business-critical data; and B2B Data Exchange software for multi-enterprise data integration. In addition, the company offers application information lifecycle management products to manage various phases of the data lifecycle, from development and testing to archiving and retirement; complex event processing to detect, correlate, analyze, and respond to data-driven events; Ultra Messaging products, which enables ultra low latency messaging; and Cloud that delivers purpose-built data integration cloud applications to allow business users to integrate data across cloud-based applications, and on-premise systems and databases. Further, it offers product-related customer support, consulting, and education services. Informatica Corporation serves aerospace, automotive, energy and utilities, entertainment/media, financial services, healthcare/life sciences, high technology, insurance, manufacturing, public sector, retail, services, telecommunications, and travel/transportation industries through its direct sales force, as well as through systems integrators, resellers, distributors, and original equipment manufacturer partners. The company was founded in 1993 and is headquartered in Red wood City, California.
Advisors' Opinion:- [By gurujx]
Informatica Corporation (INFA): CFO, CAO, EVP-GCS, Secretary Earl Fry Sold 110,000 Shares
CFO Earl Fry sold 110,000 shares of INFA stock on Oct. 31 at the average price of $38.68. Earl Fry owns at least 261,767 shares after this. The price of the stock has decreased by 1.45% since.
- [By Lee Jackson]
Deutsche Bank also listed Expedia Inc. (NASDAQ: EXPE), Fortinet Inc. (NASDAQ: FTNT) and Informatica Corp. (NASDAQ: INFA) as the three most controversial stocks. These three literally generated the most hallway, and probably bar-stool, debates at the conference.
- [By Tim Beyers]
Informatica (NASDAQ: INFA ) also saw its shares jump after exceeding Q1 revenue targets, a nice switch for a company that had suffered stalling sales in the wake of the European debt crisis. During the quarter, the company signed 19 deals with more than $1 million.
- [By Lee Jackson]
Informatica Corp. (NASDAQ: INFA) is the world’s number one independent provider of data integration software and is specializing in data masking for security. Gartner analysts wrote in the Data Masking Technology report that, “A growing number of enterprises are taking a strategic approach to adopting data masking,” and that “new use cases in data masking implementation have emerged and are evolving rapidly: DDM [dynamic data masking] and SDM [static data masking] for big data platforms, and the use of data masking in cloud access security brokers to address data security in the cloud platform.” Continued strength in business analytics bodes well for the company as it goes after IBM business. The Baird price target for the stock is $47, and the consensus is posted at $45.02. Informatica closed Wednesday at $43.49.
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