Baker Hughes: A Possible Rise In Drilling Activity Could Boost Oil & Gas Equipment Demand

In anticipation of the upcoming US Presidential election, we have a couple of divergent issues to deal with regarding how to play the energy market. As I try to be I'm a full time value investor and writer who enjoys using classical value ratios to pick my portfolio. Long-term focused on low P/B, P/FCF, Owner Earnings discounting, PEG ratios, the Graham Number and an occasional net-net hunter. I also believe tracking earnings growth versus price appreciation is an essential element to any quality evaluation ...