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- BJ Services Company: Looking Beyond the Trough
- Tom Armistead submits: Like most stocks in the Energy sector, and particularly the oilfield services sector, BJ Services BJS has been hammered as the price of oil has sunk below 50. The stock's 52 week range is 34.94 to 8.67, and it closed Thursday at 9.26. Before going over...
- External links 2008-12-05
- Lufkin Industries: Are Today's Low Prices Temporary?
- Tom Armistead submits: Oil and gas equipment maker Lufkin Industries LUFK, trading in the area of a 52 week low, is interesting as a value play in the energy sector. With a 52 week range of 31.45 to 95.23, there is the hope...
- External links 2009-01-02
- Tesoro Outperforming the Crack Spread
- Tom Armistead submits: Tesoro TSO reported preliminary Q4 2009 EPS of .60 to .75, based on throughput of 555,000 barrels per day. Earnings were higher than I anticipated, and in re-examining my calculations, I see confirmation for my investment thesis, that TSO will be able to outperform based on its...
- External links 2009-01-15
- Valero vs. Tesoro: Comparing Two Refiners
- Tom Armistead submits: Refiner Valero VLO recently warned on a weak 2nd quarter, projecting a loss of (.50) and citing extended downtime at its Delaware City and McKee refineries and the continuation of weak sour crude oil discounts and lower diesel margins. The stock tanked on the news,...
- External links 2009-06-07
- Why I'm Still Drawn to BJS Services
- Tom Armistead submits: Oil service company BJS Services BJS is heavily dependent on North American natural gas drilling activity. Recently, natural gas has been trading at historically low prices, especially when viewed in terms of a ratio of natural gas to oil prices. New supply from shale plays has created...
- External links 2009-06-30
- Gulf Island Fabrication: Value with Deepwater Exposure
- Tom Armistead submits: Gulf Islands Fabrication Inc. GIFI, at Friday's closing price of 18.06, is a value play in the oil and gas equipment and services industry. The initial attraction is a combination of low P/B (1.0) and low Price/5 Year Average Earnings (11.5). The company has numerous strengths, which...
- External links 2009-09-29
- ConocoPhillips Plans Two Year Makeover
- Tom Armistead submits: ConocoPhillips COP released its 3rd quarter interim results on 10/2, followed on 10/7 by an announcement of a dividend hike, together with plans to rationalize their portfolio and grow production. Shares closed Friday at 50.84, up 13% so far in October. Shiv Kapoor drew a lot of...
- External links 2009-10-13
Additional Resources
- Valero, Tesoro: Margin of Security in Refinery Assets
- Tom Armistead submits: Shares of refiners Valero Energy VLO and Tesoro Corp TSO have tanked badly over the past few months, falling 60% and 77% respectively from their 52 week highs. Crack spreads were squeezed as oil prices skyrocketed and consumers dug in their heels on gas prices. They are...
- External links 2008-08-19
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