They control a substantial part of the market share so it is hard for them to grow substantially, if not by acquisition. Last quarter was weaker than expected so the stock is down. Doesn't see much risk in the stock.
Possibly being acquired by First Reserve. There is always a little risk that they will not be able to raise the money but management of both companies are confident the deal will go through. If you own, Hold but watch and possibly sell closer to the takeover date if you are concerned.
An international stock. A lot of their business is related to oil. Recent numbers have shown an improvement. A well-run company and a great reputation.
Terrific company in terms of its global operations. One of the largest fleets of helicopters in the world. Operating in some very interesting geography. Market seems to be unsure of management.
Internationally, they are probably one of the main oil service companies in providing services to remote and offshore facilities. With the drop in oil prices, business has decreased. If you are long-term holder, the stock will do well again.
A great company. Has been forward looking into refocusing its strategy towards the Pacific rim. Now picking up contracts in far flung areas of the Pacific. There are some problems with leverage. A lot of foreign currency exposure. They have the leadership position in the industry, the best aircraft and the best safety record.
(A Top Pick Oct 6/05 Up 15%.) Had earnings which were not overly impressive but likes their outlook. Investing in new aircraft all the time. Balance sheet is a little bit dodgy with quite a bit of debt.
Dislikes the dual class structure, but if the company's a good business, he'll hold his nose and buy it. A very well managed company. Should perform very well going forward.
Trading in a valuation range of $28.35, so it has some value. Given the general outlook for the resource sector, their business should grow. Looks to be a very cheap price.
Will stay strong with oil prices over $30. Has an emerging play in South America and a growing play in Asia. Te dominant company in their industry. Trades at only 10 X earnings.
Mostly in the oil service business. Has lost a couple of major contracts which hurt the company, but they are in the process of hopefully getting a couple of replacement contracts. This is a good way to play the oil area.
Got a little pricey and has relaxed back. Thinks that money has gone out of it and into oil. The disaster in the Gulf is going to call for a lot more helicopter movement. Anything related to the oil repair/supply business is not a bad place to have your money.