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Knowing the Drill

By Elliott H. Gue on Feb. 13, 2014

In the Sept. 29, 2013, issue of Energy & Income Advisor, we dropped offshore driller SeaDrill (NYSE: SDRL) from our Focus List, encouraging readers to take profits on the stock. 

In subsequent months, signs of an emerging oversupply in the market for deepwater drilling rigs has weighed heavily on shares of SeaDrill and other contract drillers, raising questions about the group’s future prospects.

We examine the trends driving these fears and evaluate their company-specific implications, while highlighting one offshore contract driller that stands to benefit from this recent swoon and an onshore rig owner that’s poised to outperform this year.

Meanwhile, our quarterly deep dive into the oil-field services sector finds that the supply-related headwinds facing offshore contract drillers haven’t diminished exploration and production companies’ demand for oil-field services. 

We share our top takeaways from the three largest oil-field service providers’ fourth quarter conference calls and highlight the best ways for investors to profit.

Energy & Income Advisor

Your complete guide to energy investing, from growth stocks to high-yielders.

In October 2012, renowned energy expert Elliott Gue launched the Energy & Income Advisor, a twice-monthly investment advisory that's dedicated to unearthing the most profitable opportunities in the sector, from growth stocks to high-yielding utilities, royalty trusts and master limited partnerships.

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