Scott Gruber downgrades to NEUTRAL. "We believe the Offshore Drilling industry is at the beginning of the end of this cycle. Supply growth now appears set to outpace demand growth which at first will drive utilization and rates lower for legacy rigs"Posted 09/13/13
James West downgrades to NEUTRAL. "ESV continues to undergo high levels of unplanned downtime and we are becoming incrementally concerned with the company's operational execution"Posted 09/03/13
Douglas Becker has a BUY. Posted 01/02/13
Robin Shoemaker has a BUY. Posted 01/02/13
Michael Urban has a HOLD. Posted 01/02/13
Waqar Syed has a HOLD. Posted 01/02/13
Brad Handler has a BUY. Posted 01/02/13
J David Anderson has a BUY. Posted 01/02/13
Ole Slorer has a HOLD. Posted 01/02/13
Justin Sander has a HOLD. Posted 01/02/13
Barrons Seadrill: What Dividend Danger?
Seadrill (SDRL) with a lower dividend would be akin to watching the Door’s play without Jim Morrison. Sure, you might pay something for the experience, but how much really? Associated Press In fact, uncertainty regarding Seadrill’s dividend is [...]
Posted 19 days ago
Barrons Four Drilling Picks for 2014
Raymond James cites Ocean Rig, Pacific Drilling, Atwood and Ensco.
Posted 3 months ago
Forbes Drilling For Dividends Offshore With Ensco
Shares of Ensco are historically cheap at 8.5 times expected 2013 EPS of $6.47, up 18% from 2012.
Posted 6 months ago
Barrons UBS Sees Short-Term Rig Bubble, Downgrades Noble, Transocean
The last three months have been difficult ones for offshore drilling stocks. And their performance could get even worse, says UBS. Associated Press Diamond Offshore (DO) has fallen 10% during the past three months, Ensco (ESV) has dropped 13%, [...]
Posted 7 months ago
Barrons Drilling Deep for Value
Ensco, the world's second-largest offshore driller, is profiting from a major bet on deepwater drilling. The shares could rally further as earnings climb.
Posted 1 year ago