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NYSE:HAL

Halliburton Co (HAL)

38.18
-1.42 (3.59%)
as of Jun 15, 2026, 8:00:00 pm Market Open.
90 watching
0
COMMENT
The oil service companies that are in the gas sector (fracking) are very busy but the question is, for how long. Producers are already shutting in wells. The ability of this company to continue to grow at double-digits is questionable.
TOP PICK
Is in the drilling boom because of shale technology. Do a lot of cementing and completion work. Are overridden with work because of boom in drilling. Lots of land leases have a use-it-or-lose it policy. Bit of an overhang from the gulf problem but feels that will resolve.
PAST TOP PICK
(A Top Pick Nov 26/10. Down 6.98%.)Sold his holdings at a profit.
PAST TOP PICK
(A Top Pick Nov 26/10. Up 6.28%.)
PAST TOP PICK
(Top Pick Sep 21/10, Up 4.67%) Likes it and it is a great time to come back into it. Would wait to get back in. When the cycle turns this is one of the first you want to go back into
PAST TOP PICK
(Top Pick Sep 14/10, Up 43.93) Great company in the oil services business.
DON'T BUY
Extremely well managed business, which dominates market position. Oil service group has had a difficult time. This one did fairly well. Focused on liquids-rich gas and oil, which are the two parts of the market that have done better. Risk to oil price.
DON'T BUY
Model $49.52, same as value. Thinks it is a $57 stock next year. His preference is to look for value elsewhere.
COMMENT
Oil services. Been very strong executionally. Technically held in better than the group which is a positive. But he has seen deteriorating breadth in the sector over the last 6 weeks as money has been rotating out. Issues with this company in the short run 1) potential litigation risks over Gulf oil spill 2) exposure in Saudi and South Africa. On the other hand has lots of good exposure in Brazil. If you want to be in this sector, this is a company you could own.
TOP PICK
You want to be in the service names. We are going to have a scramble for oil at some point. The Saudi myth will come to light about oil reserves. It will argue for more unconventional and more international oil sources.
DON'T BUY
$46.90 model price. He is finding a lot of value elsewhere.
BUY
Would prefer a service provider that is in both oil and gas. Would benefit from Japan situation.
DON'T BUY
No big yield – it is getting expensive. A well positioned company bit getting a but expensive.
DON'T BUY
Relative to the big energy producers, these have not had to the same extent. There are some concerns about the middle east. He prefers Canadian oil service companies.
WEAK BUY
Likes it. It is a leader in the field. He has followed it for years. IF you look at other major service companies, the Canadian ones are always cheaper and so he stays home.
Showing 61 to 75 of 114 entries