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Gold/Mining/Energy : Big Dog's Boom Boom Room
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From: Dennis Roth7/3/2013 7:53:15 PM
1 Recommendation

Recommended By
LoneClone

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Oilfield Services
Credit Suisse Second Quarter 2013 Earnings Preview

Our View. We expect Oilfield Service (OFS) earnings to be generally
positive with a greater chance of “meet/beat and raise” than disappointment,
even though investors have been concerned about North American (NAM)
activity improvement. Skepticism and apathy should begin to fade as
earnings and the outlooks are released. We continue to be constructive on
the “technology-centric” names in our space, including large-cap integrated
and equipment manufacturing OFS subsectors, with Outperforms on HAL,
BHI, and SPN and think that subsea equipment players in general still look
attractive.

03 July 2013, 36 pages
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