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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I feel like the oil sector is turning the corner and want look at some oilfield service companies. Which do you feel is a "safe" way to play this, looking for a "good" balance sheet and someone that isn't going to just issue equity as soon as their stock price runs up a bit. Please consider companies beyond those listed above.
Read Answer Asked by Rob on October 24, 2016
Q: How would you rank these three energy service companies? And why? Do you for see an increase in usage for these energy service companies (if oil maintains itself above 50)? or will it need to go higher .Or have they had their little run up in price for now and will need a higher price to carry them further .Your thoughts are appreciated as always
Thanks
Read Answer Asked by cal on October 21, 2016
Q: Stocks such as SES, TOT, PSI and BDI have moved substantially (admittedly in relative terms only) off their lows, which is a bit of a head scratcher. As far as you know are there one or two of these kinds of companies that stand to benefit should the push for LNG occur? Which is, or are, your preferred names in the sector, and why? Thanks as always.
Read Answer Asked by Alex on February 26, 2015
Q: SES.t
I note with thanks, your general comments from Nov. 5/13 on this apparently outperforming it's sector company. It appears that Nov.20 they announced a bought deal financing of 6.2 million shares (approx. 15% of the current float) at $15.35 (today trading up to 16.20ish). So, I was a bit confounded that the stock price went up today, normally wouldn't one expect a dilution at a lower price to bring the price down? If the price continues to hold in the face of the BDF, does this speak positive for the company? I'm not not sure on the "ins and outs" of these deals so would much appreciate any education you could provide.
Thanks as always.
One of the Neil's
Read Answer Asked by Neil on November 22, 2013