Schlumberger Ltd. (SLB)

It is the biggest and best run. It has good growth prospects. It is a reasonable long term hold.

Has sort of warmed up to energy. Thinks this company has got it right for the next cycle. Great cash flow, good operators, good track record. With the Cameron International (CAM-N) acquisition, they’ve got some great levers right now. Essentially they are executing on a very well articulated decade strategy of servicing and providing for the life of a well. Also, have some of the best technology. Dividend yield of 2.69%.

(Market Call Minute.) A great company in the oil services area. A long-term hold in energy.

(A Top Pick Feb 6/15. Down 24.14%.) Sold this in late July/15 at $87-$88. Results just released were a little bit better than the street had expected. Well-run company. Yield of around 3%.

(Top Pick Feb 6/15, Down 8.40%) A recent acquisition in drilling. It is a world class, well manage company, but he took profits and is waiting for an entry point. 2.6%)

(Top Pick Feb 14/15, Down 2.39%) Sold most of it because of oil companies’ capital budgets. He trimmed most of these holdings in the fall.

This will benefit from the merger of Baker Hughes and Halliburton. Big oil companies like to allocate their money amongst different oil service companies. Recently raised their dividend by 25%. 25% of their revenue comes from proprietary technology. Pristine balance sheet. Yield of 2.3%.

Earnings were fairly good, but these companies are going to be affected by low oil prices. Thinks all the senior players are going to do quite well as they are going to take advantage of the weaker players when they become distressed. Also, from a competitive standpoint, there is going to be a lot less competition. Coming out of these types of episodes, the senior players tend to do quite well. For a longer-term investor these are fine to hold as a piece of your portfolio.

Oil services company. The geopolitical issues has caused them to trade at a discount. Russia is slowly starting to affect them. With oil prices going down this stock will continue to be under pressure. Buy it at lower levels.

World class, broad based exploration and development company. The stock is suddenly cheap, however there is no short term support. He would recommend it in the future.

A lot of the energy services companies are going to do very well and this is a leader in the space. Feels this is a very long term trend in the development, especially in the US and Canada, which has very stable political jurisdictions.

This is a leader in technology and oilfield services. He gives them a target price of roughly $140. Sees significant upside performance. Over the next 3-4 years, you are going to see oil and oil field services companies producing 20%-30% returns. 1.3% dividend yield.

Seasonal chart is positive along with the rest of the sector at this time of year, from January through to May. Not seeing the strength in the stock that he would want to see. Chart is showing a lower high. Bouncing off its 50 day moving average. Would like to see a bit more strength.

The whole sector has been picking up. This one is global so they get the benefit of that. The huge opportunity in the US is the reserves that have been uncovered in the last several years. Has never been a cheap stock but is trading below where it historically has. If you own, it will probably work out for you.

(Market Call Minute.) He would prefer Halliburton (HAL-N).