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Select Water Solutions: Water Infrastructure Outshines Completion Weakness
Seeking Alpha· 2025-12-02 14:18
I have more than 14 years of experience in analyzing and writing on stocks. I write on both long and short sides in an unbiased manner. I have been covering the energy sectors for the past 7 years, with the primary focus on the oilfield equipment services sector. I also cover the Industrial Supply industry.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article ...
Oil States International Builds A Long-Cycle Growth (NYSE:OIS)
Seeking Alpha· 2025-11-20 14:15
Core Insights - The article discusses the author's extensive experience in stock analysis, particularly in the energy sector, focusing on oilfield equipment services and industrial supply industries [1]. Group 1 - The author has over 14 years of experience in stock analysis, covering both long and short positions in an unbiased manner [1]. - The primary focus of the author's analysis has been on the energy sector for the past 7 years, specifically the oilfield equipment services sector [1]. - The author also covers the industrial supply industry, indicating a broad expertise in related sectors [1].
North American Construction's Rough Patch Might Be Ending - Here's Why
Seeking Alpha· 2025-11-18 14:15
Core Insights - The article discusses the author's extensive experience in stock analysis, particularly in the energy sector, focusing on oilfield equipment services and industrial supply industries [1]. Group 1 - The author has over 14 years of experience in stock analysis, covering both long and short positions in an unbiased manner [1]. - The primary focus of the author's analysis has been on the energy sector for the past 7 years, specifically the oilfield equipment services sector [1]. - The author also covers the industrial supply industry, indicating a broad expertise in related sectors [1].
NPK International: Power Transmission And Fleet Growth Keep The Story Intact
Seeking Alpha· 2025-10-04 05:46
Group 1 - The analyst has over 14 years of experience in stock analysis, focusing on both long and short positions in an unbiased manner [1] - The primary focus of the analyst's coverage is on the energy sector, particularly the oilfield equipment services sector, for the past 7 years [1] - The analyst also covers the Industrial Supply industry and occasionally collaborates with other contributors [1]
Borr Drilling: Mexico Momentum And Middle East Demand Drive Growth
Seeking Alpha· 2025-10-02 16:03
Core Insights - The article discusses the author's extensive experience in stock analysis, particularly in the energy sector, focusing on oilfield equipment services and industrial supply industries [1]. Group 1 - The author has over 14 years of experience in stock analysis, covering both long and short positions in an unbiased manner [1]. - The primary focus of the author's analysis has been on the energy sector for the past 7 years, specifically the oilfield equipment services sector [1]. - The author also covers the industrial supply industry and occasionally collaborates with another contributor [1].
Cactus: Stable Margins, Expanding Strategy Beyond North America (NYSE:WHD)
Seeking Alpha· 2025-09-19 18:36
Group 1 - Cactus, Inc. (NYSE: WHD) is experiencing increased costs due to steel tariffs, particularly affecting imports from China and Vietnam [1] - The company's profit margins are under pressure as a result of these rising costs [1] - Although the company is shifting its sourcing strategies to mitigate some of the impact, it is not fully alleviating the financial strain [1]
Core & Main: Long-Term Platform In Canada Amid Near-Term Margin Strain (CNM)
Seeking Alpha· 2025-09-10 12:24
Group 1 - The analyst has over 14 years of experience in stock analysis and writing, with a focus on both long and short positions in an unbiased manner [1] - The primary focus of the analyst's coverage is on the energy sector, specifically the oilfield equipment services sector, for the past 7 years [1] - The analyst also covers the Industrial Supply industry and occasionally collaborates with another contributor [1]
WESCO International Shines Amidst Data Center Growth And Low Relative Valuation (Rating Upgrade)
Seeking Alpha· 2025-08-03 12:40
Group 1 - The analyst has over 14 years of experience in stock analysis and writing, with a focus on both long and short positions in an unbiased manner [1] - The primary focus of the analyst's coverage is on the energy sector, specifically the oilfield equipment services sector, for the past 7 years [1] - The analyst also covers the Industrial Supply industry and occasionally collaborates with another contributor [1]
Select Water Solutions Holds The Right Ingredients To Break Out
Seeking Alpha· 2025-07-11 05:31
Group 1 - The analyst has over 14 years of experience in stock analysis and writing, with a focus on both long and short positions in an unbiased manner [1] - The primary focus of the analyst's coverage is on the energy sector, specifically the oilfield equipment services sector, for the past 7 years [1] - The analyst also covers the Industrial Supply industry and occasionally collaborates with another contributor [1] Group 2 - There is no disclosure of any stock, option, or similar derivative positions in the companies mentioned, nor any plans to initiate such positions within the next 72 hours [2] - The article expresses the analyst's own opinions and is not compensated beyond contributions to Seeking Alpha [2] - The analyst has no business relationship with any company whose stock is mentioned in the article [2]
NPK International: Long-Term Potential Trumps Near-Term Volume Challenges
Seeking Alpha· 2025-07-08 12:21
Group 1 - The analyst has over 14 years of experience in stock analysis and writing, with a focus on both long and short positions in an unbiased manner [1] - The primary focus of the analyst's coverage is on the energy sector, particularly the oilfield equipment services sector, for the past 7 years [1] - The analyst also covers the Industrial Supply industry and occasionally collaborates with another contributor [1] Group 2 - There is no disclosure of any stock, option, or similar derivative positions in the companies mentioned, nor any plans to initiate such positions in the near future [2] - The article expresses the analyst's own opinions and is not compensated beyond contributions to Seeking Alpha [2] - The analyst has no business relationship with any company whose stock is mentioned in the article [2]