SIGNAL FROM NOISE: Baker-Hughes ($BKR, $21.97): I Will Survive

Key Takeaways

Baker Hughes ($BKR) is known to many investors primarily as an old-regime Energy company. However, it is likely the most diversified (in geography and technology) Oilfield Services company and one of the most exposed to renewable energy.The company has a growth driver in its Turbomachinery & Process Solutions which have multiple renewable energy applications. This is the highest margin segment in the business, and the firm has numerous credible paths to restoring industry-lead...

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