Amareos

Federico Bagiotti, CFA

Equity Bottom-Up

<p>In our first research note on Halliburton, published last November<a href="#_ftn1" target="_blank">[1]</a> after Q3-17 earnings results, we argued that our crowd-sourced sentiment indicators suggested that the outlook for the stock was becoming increasingly constructive. This view has been validated by subsequent price action.</p><p>Between early November and the recent market peak the stock gained more than 25%. Even allowing for the recent pullback, the stock remains 12% higher than the level it was at when we published the note, a…</p>

In our first research note on Halliburton, published last November[1] after Q3-17 earnings results, we argued that our crowd-sourced sentiment indicators suggested that the outlook for the stock was becoming increasingly constructive. This view has been validated by subsequent price action.Between early November and the recent market peak the stock gained more than 25%. Even allowing for the recent pullback, the stock remains 12% higher than the level it was at when we published the note, a…

Halliburton Co

Halliburton: Do We Still Like It?