Hot Oil Service Stocks To Own Right Now

Halliburton (HAL), Schlumberger (SLB) and Baker Hughes (BHI). Three oil services firms with three very different responses to news today.

Bloomberg

First up, Halliburton. It reported a profit of 93 cents a share, above forecasts for 89 cents, yet Halliburton’s shares have dropped 1.8% to $49.76. Citigroup’s Robin Shoemaker and Mark Brown explain why:

…the stock is trading lower today largely because the company cited several negative factors that are impacting its Latin America operations in 2014…

The major challenge comes from Brazil, where offshore drilling activity fell in 2013 and is expected to decline further in 2014. Halliburton won a large multi-year drilling services contract from�Petrobras (PBR) before offshore activity began to slow. After putting in place the people and infrastructure to execute the contract, [Halliburton] has been very disappointed with the volume of drilling services work that Petrobras� has needed under the terms of the contract…

Best Healthcare Equipment Stocks To Watch For 2015: SPDR DB International Government Inflation-Protected Bond ETF (WIP)

SPDR DB International Government Inflation-Protected Bond ETF (the Fund) seeks to provide investment results that correspond generally to the price and yield performance of the DB Global Government ex-US Inflation-Linked Bond Capped Index (the Index). The Index measures the performance of the inflation-linked government bond markets of developed and emerging market countries outside of the United States. Inflation protected public obligations of the inflation-linked government bond markets of developed and emerging market countries, commonly known in the United States as treasury inflation-protected securities (TIPS), are securities issued by such governments that are designed to provide inflation protection to investors. The Fund uses a passive management strategy to track the Index. The Fund�� investment advisor is SSgA Funds Management, Inc. Advisors' Opinion:

• [By Richard Stavros]

  With respect to inflation protected bonds, though TIPS should be a part of every portfolio. However, we believe the SPDR DB International Government Inflation-Protected Bond (WIP) offers greater protection than TIPS.

Hot Oil Service Stocks To Own Right Now: Research in Motion Limited(RIMM)

Research In Motion Limited (RIM) designs, manufactures, and markets wireless solutions for the worldwide mobile communications market. The company, through the development of integrated hardware, software, and services, provides platforms and solutions for seamless access to time-sensitive information, including email, phone, short messaging service, and Internet and Intranet-based applications and browsing. Its products and services principally comprise the BlackBerry wireless platform, the RIM Wireless Handheld product line, software development tools, and other software and hardware. The company?s BlackBerry smartphones use wireless, push-based technology that delivers data to mobile users? business and consumer applications. Its BlackBerry smartphone portfolio includes BlackBerry Bold series, the BlackBerry Torch, BlackBerry Curve series, the BlackBerry Style, BlackBerry Storm series, the BlackBerry Tour, BlackBerry Pearl series, and the BlackBerry PlayBook tablet. T he company?s BlackBerry enterprise solutions comprise BlackBerry enterprise server, BlackBerry enterprise server express, BlackBerry mobile voice system, and hosted BlackBerry services. Its technology also enables third party developers and manufacturers to enhance their products and services through software development kits, wireless connectivity to data, and third-party support programs. In addition, the company offers BlackBerry technical support services, non-warranty repairs, and nonrecurring engineering services. Further, it provides BlackBerry App World that offers BlackBerry smartphone users an electronic catalogue that aids in the discovery and download/purchase of applications directly from their BlackBerry smartphone. The company markets and sells its BlackBerry wireless solutions primarily through global wireless communications carriers, and third party distribution channels. Research In Motion Limited was founded in 1984 and is headquartered in Waterloo, Canad a.

Advisors' Opinion:

• [By Trustamind]

  Technology is disruptive. It changes everyone�� daily life. But it also may cause unpleasant financial consequences to investors. Technology brings dramatic economic growth which is, unfortunately, less predictable. In Buffett�� own words when asked in the interview if he would buy other tech companies: �� look at everything but most things I decide I can't figure out their future.��For some examples, just look at Research In Motion (RIMM) versus Apple (AAPL), Yahoo! (YHOO) versus Google (GOOG), and Kodak versus all the other digital camera makers. The last one is especially ironic because it is Kodak that invented the digital camera in the first place.

• [By Geoff Gannon]

  This is an important question because you may have in mind that you have a lot of faith in Apple right now. That faith may be well founded. But if you have little faith in Apple four or five or six years out ��do you really think you will be the first to spot the company's loss of leadership? Think about how quickly companies like Nokia (NOK) and Research In Motion (RIMM) saw their P/E ratios contract when investors realized just how far they were behind the competition. Do you really think you will be fast enough to spot a change in Apple's position? It�� not enough to see the writing on the wall. You have to see it faster than everyone else. You have to sell before they do.

• [By Holly LaFon] epublic Corp, one of the 50 largest publicly held insurance organizations in the nation, engages primarily in commercial lines underwriting and has a client base of leading industrial and financial services companies.

  Watsa has held Old Republic shares since prior to 2007. He has not added to his holding since the third quarter of 2008, and since then the stock rarely went higher than his first quarter 2008 purchase price of almost $14. The stock dropped to an average of $9 in the fourth quarter of 2011, and he bought 5,000 more shares, bringing his total holding to 35,000 shares.

  For the full year 2011, Old Republic experienced a loss of $218.5 million, compared to $40.6 million in 2010, due to two factors. The company�� general and title insurance segments turned positive for the first time since 2007, which was offset by the record-high operating losses due to dramatically increased claim costs. All of its gain in net income for the final quarter of the year was from substantially increased investment gains.

  Johnson & Johnson (JNJ)

  Prem Watsa has had Johnson & Johnson (JNJ) in his portfolio since prior to 2007, and it is his largest holding. Most recently, he purchased 763,000 shares in the fourth quarter of 2011 at an average of $64 per share.

  Johnson & Johnson was founded in 1886 and today is one of the most comprehensive health care businesses in the world. It also has several impressive achievements that qualifies it as one of the nation�� premier blue-chip stocks: 27 consecutive years of adjusted earnings increases, 49 consecutive years of dividend increases. Johnson & Johnson stock generated 4% total return for investors over the last 10 years, compared to 1.4% for the S&P 500.

  Currently, Johnson & Johnson, in partnership with Pfizer (PFE), is working on Bapineuzumab, what it calls the drug industry�� ��est chance��to delay Alzheimer��. They plan to release results of the drug�� Phase III data in the se

Hot Oil Service Stocks To Own Right Now: Swift Transportation Company(SWFT)

Swift Transportation Company, through its subsidiary, Swift Transportation Co., LLC, operates as a multi-faceted transportation services company and truckload carrier in North America. The company offers its truckload services through dry van, temperature-controlled, flatbed, and specialized trailers; and rail intermodal services. It also provides freight brokerage and logistics management services to other trucking companies, as well as leases tractors and offers repair services. As of December 31, 2011, the company operated a tractor fleet of approximately 15,900 units, including 11,900 tractors driven by company drivers and 4,000 owner-operator tractors; 50,600 trailers; and 6,200 intermodal containers in the United States and Mexico. It serves various industries, such as retail, discount retail, consumer products, food and beverage, manufacturing, and transportation and logistics industries. The company, formerly known Swift Holdings Corp., and was founded in 1966 and is headquartered in Phoenix, Arizona.

Advisors' Opinion:

• [By Ben Levisohn]

  Shares of Heartland Express have gained 50% this year, trumping the 38% rise in Con-Way (CNW) and the 29% advance in J.B. Hunt Transport Services (JBHT) but lagging Old Dominion Freight Lines (ODFL) and Swift Transportation (SWFT).

Hot Oil Service Stocks To Own Right Now: Oil and Gas Development Co Ltd (OGDC)

Oil and Gas Development Company Limited (OGDCL) is a Pakistan-based company engaged in the exploration and development of oil and gas resources, including production and sale of oil and gas and related activities. As the fiscal year ended June 30, 2012, the Company�� crude oil production was 37,615 barrels of oil per day, and 17 wells were spudded. As of June 30, 2011, the Company operated in 31 exploration blocks (22 blocks with 100% shares including an offshore block, and 12 blocks as operated joint ventures), including 3 offshore blocks. Its projects include Uch-II Development Project, KPD-TAY Integrated Development Project, Jhal Magsi Development Project, Sinjhoro Development Project and Nashpa/ Mela Development Project. Advisors' Opinion:

• [By Weiyi Lim]

  Drinkall, whose $83 million Frontier Emerging Markets Portfolio (MFMIX) beat 99 percent of peers tracked by Bloomberg during the past 12 months with a 40 percent gain, said he favors Nigeria because of its economic growth prospects and Pakistan on the nation�� improving political stability. His fund held shares of Lagos-based Dangote Cement Plc (DANGCEM) and Islamabad-based Oil & Gas Development Co. (OGDC) as of April 30, Morgan Stanley�� website shows.