BloggingStocks http://www.bloggingstocks.com BloggingStocks http://www.blogsmithmedia.com/http://www.bloggingstocks.com/media/feedlogo.gif BloggingStocks http://www.bloggingstocks.com en-us Copyright 2012 Weblogs, Inc. The contents of this feed are available for non-commercial use only. Blogsmith http://www.blogsmith.com/<![CDATA[Analyst Calls: AVB, BRCM, COF, DRYS, IFF, LULU, NSM, OII, OSG, PG ...]]>http://www.bloggingstocks.com/2010/12/10/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2010/12/10/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2010/12/10/analyst-upgrades-downgrades/#commentsFiled under: , , , ,

Analyst Upgrades

  • Procter & Gamble (PG) upgraded to buy from neutral at Goldman.
  • Capital One (COF) upgraded to outperform from market perform at FBR Capital.
  • Airgas (ARG) upgraded to outperform from neutral at RW Baird.
  • Broadcom (BRCM) upgraded to positive from neutral at Susquehanna.
  • Lululemon (LULU) upgraded to hold from underperform at Jefferies.
  • DryShips (DRYS) upgraded to outperform from neutral at Credit Suisse.

Continue reading Analyst Calls: AVB, BRCM, COF, DRYS, IFF, LULU, NSM, OII, OSG, PG ...

Analyst Calls: AVB, BRCM, COF, DRYS, IFF, LULU, NSM, OII, OSG, PG ... originally appeared on BloggingStocks on Fri, 10 Dec 2010 10:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>Airgasanalyst upgradesARGASMLASML HoldingAvalonBayAVBBRCMBroadcomCabot Oil GasCalpineCapital OneCenterPoint EnergyCMLCNPCOFCOGCompellentCPNdowngradesDRYSDryShipsIFFinitiationsInternational FlavorsinthenewsLiberty StarzLSTZALULUlululemonLululemon AthleticaNational SemiNSMOceaneeringOIIOSGOverseas ShipbuildingPGProcter GambleSempra EnergySREUltra PetroleumUPLFri, 10 Dec 2010 10:00:00 EST<![CDATA[Analyst Calls: ALTR, CBOE, D, ETR, JCI, KBR, MMM, NFLX, OII, RHT, WY ...]]>http://www.bloggingstocks.com/2010/12/08/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2010/12/08/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2010/12/08/analyst-upgrades-downgrades/#commentsFiled under: , , , , , ,

Analyst Upgrades

  • Red Hat (RHT) and American Public (APEI) to outperform from sector perform at RBC Capital.
  • KBR (KBR) and Foster Wheeler (FWLT) to buy from neutral at Goldman.
  • Bio-Rad (BIO) to outperform from market perform at Leerink.
  • Oceaneering (OII) to outperform from neutral at Credit Suisse.
  • ASM International (ASMI) and Avid Technology (AVID) to overweight from neutral at JPMorgan.
  • Dominion Resources (D) to equal weight from underweight at Morgan Stanley.
  • Nationwide Health Properties (NHP) to buy from hold at Jefferies.
  • Vivus (VVUS) to buy from underperform at BofA/Merrill.
  • Intersil (ISIL) to buy from hold at Canaccord.

Continue reading Analyst Calls: ALTR, CBOE, D, ETR, JCI, KBR, MMM, NFLX, OII, RHT, WY ...

Analyst Calls: ALTR, CBOE, D, ETR, JCI, KBR, MMM, NFLX, OII, RHT, WY ... originally appeared on BloggingStocks on Wed, 08 Dec 2010 11:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>3MAlteraALTRanalyst upgradesAPEIASMAVIDBIOCBOECPLADDominion ResourcesdowngradesEntergyETRFPICFWLTGAGAinitiationsIntersilinthenewsISILJCIJohnson ControlsKBRMMMNEENetflixNextEraNFLXOIIPRAProAssuranceRed HatRHTVARVarianVivusVVUSWeyerhauserWTIWYXilinxXLNXWed, 08 Dec 2010 11:30:00 EST<![CDATA[Analyst Calls: CAH, EXPE, FSLR, HOT, LVS, MWW, NUVA, POT ...]]>http://www.bloggingstocks.com/2010/10/29/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2010/10/29/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2010/10/29/analyst-upgrades-downgrades/#commentsFiled under: , , , , , ,

Analyst Upgrades

  • JPMorgan upgraded Vivus (VVUS) to overweight from neutral.
  • Citigroup upgraded Corn Products (CPO) to buy from hold.
  • Maxim Integrated (MXIM) was upgraded to outperform from market perform at FBR Capital.
  • Cardinal Health (CAH) was upgraded to outperform from neutral at RW Baird.
  • Citigroup upgraded Monster Worldwide (MWW) and EchoStar (SATS) to buy from hold, as well as Las Vegas Sands (LVS) to buy from sell.
  • BMO Capital upgraded Potash (POT) and Barrick Gold (ABX) to outperform from market perform.

Continue reading Analyst Calls: CAH, EXPE, FSLR, HOT, LVS, MWW, NUVA, POT ...

Analyst Calls: CAH, EXPE, FSLR, HOT, LVS, MWW, NUVA, POT ... originally appeared on BloggingStocks on Fri, 29 Oct 2010 10:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ABXanalyst upgradesARBAAribaBarrick GoldCAHCardinal HealthCorcept TherapeuticsCorn ProductsCORTCPOdowngradesEchoStarExideEXPEExpediaFirst SolarFSLRHOTinitiationsinthenewsLas Vegas SandsLVSMaxim IntegratedMonsterMonster worldwideMWWMXIMNorthwesternNUVANuVasiveNWEOceaneeringOIIPOTPotashSandsSATSStarwood HotelsSVRSyniverseVivusVVUSXIDEZimmerZMHFri, 29 Oct 2010 10:30:00 EST<![CDATA[Oceaneering: Take Some Profits off the Table]]>http://www.bloggingstocks.com/2010/04/14/oceaneering-take-some-profits-off-the-table/http://www.bloggingstocks.com/2010/04/14/oceaneering-take-some-profits-off-the-table/http://www.bloggingstocks.com/2010/04/14/oceaneering-take-some-profits-off-the-table/#commentsFiled under:

Of course, oil prices could moderate this year to the $40-per-barrel range, and the U.S. government could invest in a serious way in natural gas for vehicle propulsion.

But until then, the reign of oil continues, and it makes sense to consider Oceaneering International (OII), which I first wrote about on April 7, 2009 at a price of $38.01. If you bought Oceaneering in April 2009, you're up more than 100%, and there's more upside ahead. That said, it's perfectly acceptable to take some profits here with OII: those investors who can tolerate the risk, can retain the shares to go for an even bigger gain.

Continue reading Oceaneering: Take Some Profits off the Table

Oceaneering: Take Some Profits off the Table originally appeared on BloggingStocks on Wed, 14 Apr 2010 17:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>energyOceaneering InternationalOIIWed, 14 Apr 2010 17:00:00 EST<![CDATA[Oceaneering International: Profit from Oil's Rise to $100]]>http://www.bloggingstocks.com/2010/01/21/oceaneering-international-profit-from-oil-s-rise-to-100/http://www.bloggingstocks.com/2010/01/21/oceaneering-international-profit-from-oil-s-rise-to-100/http://www.bloggingstocks.com/2010/01/21/oceaneering-international-profit-from-oil-s-rise-to-100/#commentsFiled under:

The price of oil could moderate in the year ahead, if U.S. and global GDP growth comes in below forecasts. Otherwise, there's a better than 50/50 chance oil arcs toward $100 -- again -- and that's a big reason I'm reiterating my buy rating for Oceaneering International (OII), first recommended on April 7, 2009 at a price of $38.01. If you bought OII in April 2009, you're up about 50%.

To be sure, renewable energy source use is on the rise, but breakthrough energy form discovery aside, oil will continue to be the world's most important commodity for at least 15-20 years, and probably for longer than that. And that bodes well for drillers and oil service companies like OII.

Continue reading Oceaneering International: Profit from Oil's Rise to $100

Oceaneering International: Profit from Oil's Rise to $100 originally appeared on BloggingStocks on Thu, 21 Jan 2010 18:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>drillingenergyOceaneering InternationalOIIoil servicesOilServicesThu, 21 Jan 2010 18:00:00 EST<![CDATA[Top Picks for 2010: Oceaneering International (OII)]]>http://www.bloggingstocks.com/2009/12/25/top-picks-for-2010-oceaneering-international-oii/http://www.bloggingstocks.com/2009/12/25/top-picks-for-2010-oceaneering-international-oii/http://www.bloggingstocks.com/2009/12/25/top-picks-for-2010-oceaneering-international-oii/#commentsFiled under: , , , , ,

This post is part of a special report, Top Picks for 2010, the 27th annual survey in which TheStockAdvisors.com asks the nation's leading advisors for their single favorite stock for the new year. See all 80 stocks listed here.

"Oil recently suffered a pullback, but we think it's temporary," says Brandon Clay, who turns to the oil sector for his top pick for 2010.

The editor of Invest with an Edge suggests, "One stock that should pull out of congestion when energy moves again in 2010 is Oceaneering International (OII), a company involved in deep-water drilling services.

Continue reading Top Picks for 2010: Oceaneering International (OII)

Top Picks for 2010: Oceaneering International (OII) originally appeared on BloggingStocks on Fri, 25 Dec 2009 11:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>brandon clayChevronCVXdeepwater drilling stocksdrilling services stocksExxon Mobilinvest with an edgeoceaneering internationaloffshore drilling stocksoiioil services stockssteven halpernthestockadvisors.comXOMFri, 25 Dec 2009 11:00:00 EST<![CDATA[Top growth fund manager sours on Apple, U.S. tech]]>http://www.bloggingstocks.com/2009/11/25/top-growth-fund-manager-sours-on-apple-u-s-tech/http://www.bloggingstocks.com/2009/11/25/top-growth-fund-manager-sours-on-apple-u-s-tech/http://www.bloggingstocks.com/2009/11/25/top-growth-fund-manager-sours-on-apple-u-s-tech/#commentsFiled under: , ,

One of the top performers in the U.S. growth fund sector has lost his appetite for tech. Jerry Jordan has booted almost all his Apple (AAPL) holdings from his portfolio, and he's done the same with Google (GOOG). Both, Jordan says, have become too expensive. In fact, he's getting out of almost all U.S. and European tech companies for that reason -- and is turning his attention to China.

Jordan tells Reuters, "The growth [in China] is much faster, it's much more of a green field opportunity."

Continue reading Top growth fund manager sours on Apple, U.S. tech

Top growth fund manager sours on Apple, U.S. tech originally appeared on BloggingStocks on Wed, 25 Nov 2009 09:30:00 EST. Please see our terms for use of feeds.

Read | Permalink | Email this | Comments]]>aaplApplecommoditiesfeaturedgooggooglegrowth fundsGrowthFundsinstitutional investorsInstitutionalInvestorsMassey Energyneteasentesoceaneering internationaloiis and p 500SAndP500SOHUWed, 25 Nov 2009 09:30:00 EST<![CDATA[Oceaneering International: Pull-back is Buy opportunity]]>http://www.bloggingstocks.com/2009/11/02/oceaneering-international-pull-back-is-buy-opportunity/http://www.bloggingstocks.com/2009/11/02/oceaneering-international-pull-back-is-buy-opportunity/http://www.bloggingstocks.com/2009/11/02/oceaneering-international-pull-back-is-buy-opportunity/#commentsFiled under:

Renewable energy sources are on the rise, but a breakthrough energy form discovery aside, oil will continue to be the world's most important commodity for at least 20 years, and probably for longer than that.

And that bodes well for drillers and oil service companies, which is why I'm Reiterating my Buy rating for Oceaneering International (NYSE: OII), first recommended on April 7, 2009 at a price of $38.01. If you bought Oceaneering then, you're up more than 40%.

Continue reading Oceaneering International: Pull-back is Buy opportunity

Oceaneering International: Pull-back is Buy opportunity originally appeared on BloggingStocks on Mon, 02 Nov 2009 15:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>Oceaneering InternationalOIIMon, 02 Nov 2009 15:00:00 EST<![CDATA[Oceaneering knows there's another oil boom ahead]]>http://www.bloggingstocks.com/2009/08/07/oceaneering-knows-there-s-another-oil-boom-ahead/http://www.bloggingstocks.com/2009/08/07/oceaneering-knows-there-s-another-oil-boom-ahead/http://www.bloggingstocks.com/2009/08/07/oceaneering-knows-there-s-another-oil-boom-ahead/#commentsFiled under:

It goes without saying that I favor the oil sector, including drillers and oil servicers. Breakthrough energy form discovery aside, oil will continue to be the world's most important commodity for at least 15-20 years, and probably for longer than that.

Hence, I'm Reiterating my Buy rating for Oceaneering International (NYSE: OII), first recommended on April 7, 2009 at a price of $38.01.

Continue reading Oceaneering knows there's another oil boom ahead

Oceaneering knows there's another oil boom ahead originally appeared on BloggingStocks on Fri, 07 Aug 2009 15:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>inthenewsOceaneering InternationalOIIFri, 07 Aug 2009 15:30:00 EST<![CDATA[Mid-year favorites from Dow Theory: BIIB, CMCSA, OII]]>http://www.bloggingstocks.com/2009/06/26/mid-year-favorites-from-dow-theory/http://www.bloggingstocks.com/2009/06/26/mid-year-favorites-from-dow-theory/http://www.bloggingstocks.com/2009/06/26/mid-year-favorites-from-dow-theory/#commentsFiled under: , , ,

"Midyear is as good a time as any to pause and reflect," says Richard Moroney in Dow Theory Forecasts -- a newsletter with the distinction of having been published for more than 50 years.

Here, he reviews the state of the market and offers a look at trio of favorite stocks which he considers "fundamentally superior" companies: Biogen Idec (NASDAQ: BIIB), Comcast (NASDAQ: CMCSA), and Oceaneering International (NYSE: OII).

Continue reading Mid-year favorites from Dow Theory: BIIB, CMCSA, OII

Mid-year favorites from Dow Theory: BIIB, CMCSA, OII originally appeared on BloggingStocks on Fri, 26 Jun 2009 11:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>biibbiogenbiogen idecbiotech stocksbiotechnologycable tv stockscmcsacomcastdeepwater drilling stocksdow theoryentertainment stocksmedia stocksmid year favoritesoceaneering internationaloiirichard moroneysteven halpernthestockadvisors.comFri, 26 Jun 2009 11:30:00 EST<![CDATA[Oceaneering is well-positioned for the next oil boom]]>http://www.bloggingstocks.com/2009/04/07/oceaneering-is-well-positioned-for-the-next-oil-boom/http://www.bloggingstocks.com/2009/04/07/oceaneering-is-well-positioned-for-the-next-oil-boom/http://www.bloggingstocks.com/2009/04/07/oceaneering-is-well-positioned-for-the-next-oil-boom/#commentsFiled under:

Few sectors contained more promise during the recent global GDP expansion than drillers and oil servicers. However, few sectors became more oversold than the aforementioned, as well, during the oil bust in 2008.

Further, while one should not expect oil to return to the $140-range anytime soon, the notion that oil will remain in the $40-50 range for a long time is equally slim. And that makes the case for Oceaneering International (NYSE: OII).

Continue reading Oceaneering is well-positioned for the next oil boom

Oceaneering is well-positioned for the next oil boom originally appeared on BloggingStocks on Tue, 07 Apr 2009 10:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>drillersinthenewsOceaneeringOceaneering InternationalOceaneeringInternationalOIIoil servicesTue, 07 Apr 2009 10:30:00 EST<![CDATA[Smooth seas for Oceaneering International (OII)]]>http://www.bloggingstocks.com/2009/03/31/smooth-seas-for-oceaneering-international-oii/http://www.bloggingstocks.com/2009/03/31/smooth-seas-for-oceaneering-international-oii/http://www.bloggingstocks.com/2009/03/31/smooth-seas-for-oceaneering-international-oii/#commentsFiled under: , , , ,

"We see smooth seas ahead for deepsea driller Oceaneering International (NYSE: OII)," says Richard Moroney.

The editor of the blue chip advisory, Dow Theory Forecasts, explains, "Most of the world's untapped oil reserves lie under the ocean floor, and oil producers are spending an increasing portion of their capital budgets on deepwater drilling."

"While oil prices don't directly affect Oceaneering International's profits and cash flows, they do move the stock. Oil prices fell by two-thirds in the second half of 2008, pushing Oceaneering shares under $20 for the first time since July 2005.

Continue reading Smooth seas for Oceaneering International (OII)

Smooth seas for Oceaneering International (OII) originally appeared on BloggingStocks on Tue, 31 Mar 2009 12:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>deepsea drillingdow theory forecastsenergy stocksEnergyStocksoceaneeringoceaneering internationalOceaneeringInternationaloiioil drillingoil servicesrichard moroneyRichardMoroneythestockadvisors.comunderwater drillingUnderwaterDrillingTue, 31 Mar 2009 12:30:00 EST<![CDATA[Oilfield services: Four favorite turnarounds]]>http://www.bloggingstocks.com/2009/03/24/oilfield-services-four-favorite-turnarounds/http://www.bloggingstocks.com/2009/03/24/oilfield-services-four-favorite-turnarounds/http://www.bloggingstocks.com/2009/03/24/oilfield-services-four-favorite-turnarounds/#commentsFiled under: , , , , , , ,

"Many experts believe that oil prices are at unsustainably low prices now, and they expect a sharp rise in the commodity price as supply and demand come back into line again," says turnaround expert George Putnam.

In The Turnaround Letter, he suggests, "If oil does begin to rise again, the oilfield service stocks could rebound sharply." Here, he takes a look at large cap plays on a rebound within the oilfield services sector.

"We all know that oil prices have fallen dramatically from their highs in the summer of 2008. But different types of oil-related stocks have reacted quite differently to the price change in the underlying commodity.

"For example, while oil itself has dropped nearly 70% from its 12-month high, the stock of the largest integrated oil company, Exxon-Mobil (NYSE: XOM), is down only 26%, less than the stock market as a whole.

Continue reading Oilfield services: Four favorite turnarounds

Oilfield services: Four favorite turnarounds originally appeared on BloggingStocks on Tue, 24 Mar 2009 13:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>drilling stocksDrillingStocksenergy stocksEnergyStocksfeaturedfmcfmc technologiesgeorge putnamhalhalliburtonoceaneering internationalOceaneeringInternationaloiioil servicesoil stocksoilfield servicesOilfieldServicesOilServicesOilStocksschlumbergerslbthestockadvisors.comturnaround letterTurnaroundLetterturnaroundsxomTue, 24 Mar 2009 13:30:00 EST<![CDATA[Analyst calls: GM, F, CB, MER, LLY, UL, BRCM, AAPL, PALM ...]]>http://www.bloggingstocks.com/2008/09/16/analyst-calls-gm-f-cb-mer-lly-ul-brcm-aapl-palm/http://www.bloggingstocks.com/2008/09/16/analyst-calls-gm-f-cb-mer-lly-ul-brcm-aapl-palm/http://www.bloggingstocks.com/2008/09/16/analyst-calls-gm-f-cb-mer-lly-ul-brcm-aapl-palm/#commentsFiled under: , , , , , , , , , , , ,

Analyst upgrades:
  • Merrill upgraded shares of General Motors (NYSE: GM) and Ford (NYSE: F) to Neutral from Underperform on expectations for fundamentals to improve in 2009.
  • Citigroup upgraded Chubb (NYSE: CB) and Travelers Group (NYSE: TRV) to Buy from Hold as they expect the company to benefit from the AIG (NYSE: AIG) fallout. The firm raised Chubb's target to $57 from $56 and Travelers Group's target to $51.50 from $49.50.
  • Credit Suisse upgraded shares of SAP AG (NYSE: SAP) to Outperform from Neutral as they believe margin expansion can drive higher profitability.
  • JetBlue (NASDAQ: JBLU) was upgraded to Buy from Hold at Argus.
  • Goldman raised Merrill Lynch (NYSE: MER) to Neutral from Sell.
  • NetLogic (NASDAQ: NETL) was upgraded to Buy from Neutral at Piper.
Analyst downgrades:
  • JP Morgan downgraded Eli Lilly (NYSE: LLY) to Underweight from Neutral citing the company's early stage pipeline and generic competition.
  • Merrill downgraded Unilever (NYSE: UL) to Neutral from Buy as they believe the incoming CEO is unlikely to bring a major restructuring or split up the company.

Continue reading Analyst calls: GM, F, CB, MER, LLY, UL, BRCM, AAPL, PALM ...

Analyst calls: GM, F, CB, MER, LLY, UL, BRCM, AAPL, PALM ... originally appeared on BloggingStocks on Tue, 16 Sep 2008 12:13:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aaplatwbrcmcbcnqrdtpifgmgrhinthenewsjbluklacllylrcxmdasmdrmermunetlnrgoiipalmqisaptrvulzepTue, 16 Sep 2008 12:13:00 EST<![CDATA[Drilling for gains in offshore drilling services]]>http://www.bloggingstocks.com/2008/08/20/drilling-for-gains-in-offshore-drilling-services/http://www.bloggingstocks.com/2008/08/20/drilling-for-gains-in-offshore-drilling-services/http://www.bloggingstocks.com/2008/08/20/drilling-for-gains-in-offshore-drilling-services/#commentsFiled under: , , , ,

"Our 'Forecasts Focus List' contains only two energy stocks, both of which are in the oil services sector: Oceaneering International (NYSE: OII) and Transocean (NYSE: RIG)," says blue chip advisor Richard Moroney.

The editor of Dow Theory Forecasts says, "While stocks in the equipment and services group tend to move with oil prices in the near term, their profits depend more on exploration spending than on commodity prices."

"Concerns about slowing demand for crude oil and re?ned products both in the U.S. and overseas have many investors worried. But investors in the equipment and services group should not panic.

"Most producers continue to spend aggressively. And U.S. crude-oil inventories remain well below the average for this time of year, with fewer than 20 days of supply in storage.

"Demand for offshore-drilling services remains strong, giving Transocean excellent growth potential. Consensus estimates project per-share profits will rise 69% in 2008 and 15% in 2009. Transocean, the world's largest offshore drilling contractor, operates in every major drilling region.

"A combination of tight global rig supplies and the ongoing discovery of new offshore reserves have driven rig lease rates higher and kept Transocean's fleet busy. The company's largest, most expensive rigs are 95% sold out for 2009, and the backlog is growing.

Continue reading Drilling for gains in offshore drilling services

Drilling for gains in offshore drilling services originally appeared on BloggingStocks on Wed, 20 Aug 2008 14:28:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>deepsea driliingdow theory forecastdrilling stocksDrillingStocksenergy stocksoceaneering internationalOceaneeringInternationaloiioil rigsoil servicesoil stocksOilServicesOilStocksrichard moroneyRichardMoroneyrigsteven halpernStevenHalpernthestockadvisors.comtransoceanWed, 20 Aug 2008 14:28:00 EST<![CDATA[Cramer on BloggingStocks: Oil's not the widespread tax it used to be]]>http://www.bloggingstocks.com/2008/05/19/cramer-on-bloggingstocks-oils-not-the-widespread-tax-it-used-t/http://www.bloggingstocks.com/2008/05/19/cramer-on-bloggingstocks-oils-not-the-widespread-tax-it-used-t/http://www.bloggingstocks.com/2008/05/19/cramer-on-bloggingstocks-oils-not-the-widespread-tax-it-used-t/#commentsFiled under: , , , , , , , , , , , , , , , , , , , , , , , ,

TheStreet.com's Jim Cramer says lots of companies now thrive with crude up here.

Oil's not a tax on everything -- it's a tax on the consumer. That's what I come down to when I see the charts this weekend and ponder what's happening in so much of industrial America.

Company after company that I examine -- the new techs, as I call them -- actually benefit from higher oil prices. Or they can pass them on with ease, because of the worldwide demand being so strong.

Take all of the companies involved with making a Boeing (NYSE: BA) (Cramer's Take): Boeing itself, Alcoa (NYSE: AA) (Cramer's Take), Honeywell (NYSE: HON) (Cramer's Take) and Precision Castparts (NYSE: PCP) (Cramer's Take) being good examples. Each of these is necessary because the new Dreamliner burns lots less fuel, and with fuel the biggest airline cost, it stands to reason that higher energy prices make the plane more desirable even at a higher price point.

Or how about all of the companies involved with process and flow control and efficient motors: Parker-Hannifin (NYSE: PH) (Cramer's Take), Emerson (NYSE: EMR) (Cramer's Take), Eaton (NYSE: ETN) (Cramer's Take) and Flowserve (NYSE: FLS) (Cramer's Take). Those work higher with higher energy prices. CSX (NYSE: CSX) (Cramer's Take), Burlington Northern (NYSE: BNI) (Cramer's Take), Kansas City Southern (NYSE: KSU) (Cramer's Take), Union Pacific (NYSE: UNP) (Cramer's Take) and Norfolk Southern (NYSE: NSC) (Cramer's Take) are smaller energy users than trucks, and they ship plenty of ethanol and fertilizer.

Continue reading Cramer on BloggingStocks: Oil's not the widespread tax it used to be

Cramer on BloggingStocks: Oil's not the widespread tax it used to be originally appeared on BloggingStocks on Mon, 19 May 2008 09:22:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aaadmagaguapaapcbabacbnibwpcamchkcsxcvxdddeemrepdetnflsfslrftigehalhonjim cramerJimCramerkmpksumonmosnbrnenscocodpoioiioxypcpphpkdpotrdcrigslbspwrswntrnunpuplutxwftwgovxomxtoMon, 19 May 2008 09:22:00 EST<![CDATA[A few investor, consumer tactics for the $4 gasoline era]]>http://www.bloggingstocks.com/2008/03/14/a-few-investor-consumer-tactics-for-the-4-gasoline-era/http://www.bloggingstocks.com/2008/03/14/a-few-investor-consumer-tactics-for-the-4-gasoline-era/http://www.bloggingstocks.com/2008/03/14/a-few-investor-consumer-tactics-for-the-4-gasoline-era/#commentsFiled under: ,

With the national average of unleaded regular gasoline above $3.15 and oil's recent price surge not fully felt by refiners yet, there's a good chance gasoline will hit $4 per gallon this summer in the United States, particularly if driving patterns mirror previous summers.

Moreover, gasoline is already above $4 in certain high-cost zones in California and in Hawaii, the Associated Press reported Friday.

What's a good way to cope with the above? Turn it your advantage, to the extent possible, at both ends. Accordingly, here are a few tactics for investors and consumers in the $4 gasoline era.

Continue reading A few investor, consumer tactics for the $4 gasoline era

A few investor, consumer tactics for the $4 gasoline era originally appeared on BloggingStocks on Fri, 14 Mar 2008 17:13:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>autoscarsgas mileagegasolinegasoline pricesmpgOceaneeringOIIoiloil pricesoil services sectorRIGTransoceanvehiclesFri, 14 Mar 2008 17:13:00 EST<![CDATA[Oceaneering earns its living in far-flung places]]>http://www.bloggingstocks.com/2007/11/27/oceaneering-earns-its-living-in-far-flung-places/http://www.bloggingstocks.com/2007/11/27/oceaneering-earns-its-living-in-far-flung-places/http://www.bloggingstocks.com/2007/11/27/oceaneering-earns-its-living-in-far-flung-places/#commentsFiled under: , , , , ,

It goes without saying that every defensive stock category is being tested in this market.

Moreover, while no sector is 100% bullet-proof from a market that seems to look for an excuse to decline another 200 points, the oil and oil services sector has fared reasonably well, and in this category Oceaneering International (NYSE: OII) is worth a review.

Oceaneering is an advanced technology company servicing the oil and gas industry, among others. It focuses on providing underwater drilling support, construction, inspection and repair services to oil/gas companies.

As one might estimate, OII's fortunes are tied to the strength of oil/natural gas prices and with prices at near-record levels, OII's business is strong and likely to remain so: most analysts see a long, strong, global deepwater oil services cycle.

Continue reading Oceaneering earns its living in far-flung places

Oceaneering earns its living in far-flung places originally appeared on BloggingStocks on Tue, 27 Nov 2007 19:58:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>emerging marketsenergynatural gasnatural gas servicesOceaneeringInternationalOIIoiloil pricesoil productionoil servicesTue, 27 Nov 2007 19:58:00 EST<![CDATA[Best energy ideas: Drilling for value in oil services]]>http://www.bloggingstocks.com/2007/10/21/best-energy-ideas-drilling-for-value-in-oil-services/http://www.bloggingstocks.com/2007/10/21/best-energy-ideas-drilling-for-value-in-oil-services/http://www.bloggingstocks.com/2007/10/21/best-energy-ideas-drilling-for-value-in-oil-services/#commentsFiled under: , ,

"The energy sector has been the U.S. stock market's best performer over the past three and five years -- and among the best so far in 2007," says Richard Moroney in his Upside newsletter.

He says, "Shares of energy companies, especially equipment and services concerns, seem unduly cheap -- even if per-barrel oil prices retreat by $10 or $15." Here he looks at Gardner Denver Inc. (NYSE: GDI) and NATCO Group Inc. (NYSE: NTG).

"Over the last three years, spending on capital expenditures has grown at an impressive 28% annual clip. Even if oil and gas prices drop sharply, which seems unlikely given supply and demand forecasts -- capital spending should remain robust.

"Gardner Denver is one of the largest providers of reciprocating pumps used in oil and gas drilling and production. For full-year 2007, management lifted its per-share profit guidance to a range of $3.10 to $3.18, up from the $2.49 earned in 2006. Gardner Denver, positioned to exceed consensus profit estimates, is a Best Buy.

Continue reading Best energy ideas: Drilling for value in oil services

Best energy ideas: Drilling for value in oil services originally appeared on BloggingStocks on Sun, 21 Oct 2007 11:10:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>best energy ideasenergy stocksgardner denvergdinatco groupntgoceaneering internationaloiioil servicesrichard moroneysteven halpernthestockadvisors.comupsideSun, 21 Oct 2007 11:10:00 EST<![CDATA[Best energy ideas: Favorites from the newsletter advisors]]>http://www.bloggingstocks.com/2007/10/19/best-energy-ideas-favorites-from-the-newsletter-advisors/http://www.bloggingstocks.com/2007/10/19/best-energy-ideas-favorites-from-the-newsletter-advisors/http://www.bloggingstocks.com/2007/10/19/best-energy-ideas-favorites-from-the-newsletter-advisors/#commentsFiled under: , , ,

What are the best energy investments for long-term investors? To answer this question, I surveyed 20 of the nation's leading financial newsletter advisors to find their current favorite ideas in the energy sector.

Interestingly, the advisors see the best opportunities in areas well beyond traditional oil firms; indeed, no one included in this report chose a major integrated oil company. Rather, the advisors have shown a preference for various oil services sectors, non-oil energy sources, and developing alternative technologies.

Some focus on areas such as deep-sea operations with Diamond Offshore Drilling Inc. (NYSE: DO), Transocean Inc. (NYSE: RIG) and Oceaneering International (NYSE: OII), while others look toward oil shippers such as Nordic American Tanker Shipping (NYSE: NAT) and refiners such as Valero Energy Corp. (NYSE: VLO).

Others chose companies that make specific products needed by the oil & gas industries such as NATCO Group Inc. (NYSE: NTG), which makes a wide range of oil & gas processing systems; Dresser-Rand Group Inc. (NYSE: DRC), a maker of control systems; Gardner Denver Inc. (NYSE: GDI), which makes compressor and fluid transfer systems; Tenaris (NYSE: TS), a maker of pipes and tublar products and Schlumberger Ltd. (NYSE: SLB), the largest and most diversified of the oil services companies.

Continue reading Best energy ideas: Favorites from the newsletter advisors

Best energy ideas: Favorites from the newsletter advisors originally appeared on BloggingStocks on Fri, 19 Oct 2007 13:10:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>BRNCBronco DrillingCamecoCCJCheniere Energy PartnersCheniereEnergyPartnersCQPDiamond Offshore DrillingDODRCDresser-Rand GroupECAENBEnbridgeEnCanaenergy investmentsenergy sectorEnergy Select SPDRfinancial newsletter advisorsGardner DenverGDIHarvest Energy TrustHTEKinder Morgan Energy PartnersKMPMONMonsantoNATNATCO GroupNordic American Tanker ShippingNTGOceaneering InternationalOIIORAOrmat TechnologiesPatterson-UTI EnergyPTENRIGSasolSchlumbergerSGRShaw GroupSLBSSLSTPSuntech PowerTenarisTransoceanTSU.S. GeothermalUGTHValero EnergyVLOXLEYanzhou Coal MiningYZCZOLTZoltekFri, 19 Oct 2007 13:10:00 EST