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Helmerich & Payne (HP US)
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43
Analysis
Energy
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United States
Helmerich & Payne, Inc. provides contract drilling of oil and gas wells in the Gulf of Mexico and South America. The Company operates land rigs and platform rigs.
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bearish
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Thematic (Sector/Industry)
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14 Jul 2015 19:56
Iranian deal done
While slightly later than expected, a comprehensive deal on Iran's nuclear weapons program has now been reached. We think this is a good deal that...
Emad Mostaque
368 Views
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bullish
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Thematic (Sector/Industry)
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26 May 2015 08:13
Key Juncture for Tankers and How to Get Proper Tanker Exposure
We are in the sweet spot of a recovery in tanker shipping coming after the sub-sector has marked multi-year lows. The driver has been oil price...
Charles De Trenck
260 Views
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bearish
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Thematic (Sector/Industry)
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29 Apr 2015 22:41
Saudi Succession shifts solidify supply surge
In recent months Saudi Arabia has added the equivalent of half a Bakken in production as they try to front run a likely Iranian nuclear deal in...
Emad Mostaque
272 Views
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bullish
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Thematic (Sector/Industry)
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16 Apr 2015 23:13
Bubblin' Crude, Black Gold, Texas Tea - A Model for Buying The Dip
This is the start of a short series of thought pieces related to crude oil. This first one is a quick-and-dirty model for looking at swings in oil...
Travis Lundy
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304 Views
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bearish
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Thematic (Sector/Industry)
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31 Mar 2015 11:30
Oil is going to break $40 before E-2Q, but there is money to be made whether you are a bull or bear
The clearest trade to me right now... Is monetizing the volatility in Oil through options Now I am exceptionally bearish on oil for a range of...
Kay Van-Petersen
237 Views
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