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WAIT
Has traded in the last year. Bought last summer at 10-11x earnings. 5 Year average is 17 with 14-21 standard deviation. They are at 14 now. We are getting closer to range where she wants to buy it. People are scared of investing in the energy space but the service sector is absolutely on fire. Close to record earnings in the last quarter and quarter before. They are leader in the space.
oil
gas field services
TOP PICK
4 Billion market cap. Service company focused in US. US based land drilling and pressure pumping. The hottest sector in the last couple of years. 8x earnings. Little bit of yield. Growth is unbelievable. Last few quarters blowing estimates out of the water. She started buying a couple of years ago.
oil
gas field services
TOP PICK
Focused on long life oil plays. Just over 3 times earnings. Moving into North Dakota. People will want to purchase companies like this. They have a great valuation. There have been a lot of Asian companies sniffing around different companies, trying to get a hold of Canada’s reserves.
Oil and Gas (Integrated Oils)
N/A
Market: Factoring in over the next couple of years $75-$95. With what’s going on in Europe, it is a big potential problem for markets, but she has not had to change her forecast. A lot of energy companies are using $65 to $70 as to where problems occur. Gas she is pricing at $4.50 in a year. She is not in the bearish camp. Shale gas can decline 75% in the first year. It may not be everything that everybody things it is.
BUY
One of those stocks she loves. Bought in last two or three months. Spun off most of oil and gas production and are focusing on mid-stream. Less volatility in cash flow and earnings. They are relatively new in this mode and are relatively unknown. You are going to see multiples going up and that’s why she has been buying it.
oil
gas
