Stockchase Opinions

Stephen Weiss, Founder, Short Hills Capital Partners Schlumberger Ltd. SLB-N SELL Mar 03, 2025

Sold it. It never became a full position. He bought it because of its last quarter and on deregulation. But oil companies won't drill that much, because it lower the price of oil. 

$39.820

Stock price when the opinion was issued

oil gas field services
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DON'T BUY
SLB vs. HAL

Neither. Look at the 10-year charts, both lower today than 10 years ago. When flush with money, make acquisitions; then when things turn nasty, take write downs. Result is less than zero value creation for shareholders. The only people making money are the executives.

HOLD

Is down 9% in the last 3 months. It's too expensive to sell now. 

BUY

Best of breed, but shares have not gone up along with oil prices.

DON'T BUY

They report Friday. Shares haven't rallied despite the bounce in oil prices.

WEAK BUY

Earnings beat, but revenues miss. She sighs. Shares rallied into the print. EBITDA was good and free cash flow beat expectations. Digital was up 25% YOY. Trades at only 12x forward PE, the best oil services stock. 

BUY

Liked their conference call where they told you what was going wrong. Will pop if there's a flare-up in the Middle East.

DON'T BUY

Oil is simply not doing well.

WATCH

They report Friday. Rising prices aren't enough to turn around SLB, which has been in the dumps for a year and 4 months. But he expects a positive forecast from them, given drilling optimism.

BUY

Was a spec buy. He'd rather buy SLB, because with more drilling, he wants to be in the picks and shovels.