Halliburton Co (HAL)

Pretty good valuation, reasonable growth prospects. Only 50% of their revenue comes from onshore US.

Oil field services. Have been doing very well internationally but domestic side has been poor. Oil rig counts are way down and he believes this is troughing. A supply/demand situation. As the US move towards energy self-sufficiency, there is going to be a lot of work for companies like this. Earnings have some room to grow. Dividend yield of 1.2%.

(A Top Pick Jan 11/12. Up 5.09%.) Not much good has happened in terms of their domestic side. It has really been driven by the international side. With natural gas prices still being down, there isn’t a lot of work for them domestically. That is still to come and he believes it will.

There is a level of resistance at around $40 that you want to see it break through. This is an energy stock that is moving into that period of time that it should break out but don’t count on it until it happens.

Looks like a lot of the oils. Has overhead resistance. He is a little bit cautious on the oil sector.

One of his favourite tools is Relative Performance. The sector is starting to turn up so this stock will probably move above its resistance point of around $40.

(Market Call Minute.) Good growth in the international and doesn’t get any credit for it. One of the go to names.

This is a space that got beaten down much too much after 2008 and has had a really slow recovery. He doesn't own any drillers or oilfield service companies. The volatility in this sector drives him nuts. This one is a top quality name.