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Gold/Mining/Energy : Big Dog's Boom Boom Room

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To: Dennis Roth who wrote (177725)	4/9/2013 6:10:38 AM
From: Dennis Roth	2 Recommendations Read Replies (2) of 206176

Oilfield Equipment (Citi) The Next Phase of Growth Should Propel Margins 7 April 2013 ¦ 13 pages Click Here Don't Give Up on Margin Expansion! — In spite of robust market conditions that are reflected in bookings, backlog, and top line growth, the profit margins of the oilfield equipment companies have not returned to the levels of 2007-08. In the absence of margin expansion the performance of the leading oilfield equipment stocks such as NOV, CAM, FTI, DRC, and LUFK has been inconsistent and generally disappointing. We believe that a new phase of top-line growth in 2013 and 2014 will be accompanied by meaningful margin expansion. Investors should not give up on these stocks.

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