ENTITY
NOV

NOV (NOV US)

105
Analysis
EnergyUnited States
NOV Inc offers equipment and components used in oil and gas drilling and production operations, oilfield services, and supply chain integration services to the upstream oil and gas industry. The Company serves customers worldwide.
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17 Jan 2016 15:08

Implementation Day: Iran Sanctions Eased Today

On Saturday, 16 January 2016, the International Atomic Energy Association (IAEA) submitted a report to the United Nations Security Council (UNSC)...

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14 Jan 2016 04:04

Aramco and Saudi Wealth "De-Destribution"

Recent analysis around a potential float of Aramco, Saudi Arabia's national oil company, has missed the mark. This is not a last, desperate, move...

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05 Jan 2016 11:51

2016 Names Not Trades and a Tough Energy Environment (And Other Recent Visits)

I outlined my 2016 quick takeaways from visiting clients, ex-clients and friends prior to the break (2016 A year of Reckoning, 23 December 2015),...

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02 Jan 2016 15:15

Top 5 Macro Trades in 2016Q1

This is a very short note on my top 5 trade recommendations in 2016 after the close of 2015 based on my previous note of 2016 outlook (i.e. be...

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25 Dec 2015 00:30

Be Aggressive in Q1 2016 and Be Defensive Through Rest of 2016

This is a quick note on macro views in 2016. The analysis is largely based on cycles of industrial production, inventory levels, real estate...

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