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Signal From Noise

Highlights a company that is considerably different than its peers with an in-depth analysis of the company’s financials, future objectives, market positioning and possible outcomes

Schlumberger: A Stalwart Energy Name Well Positioned For The Coming Boom

This week we wanted to highlight a stock from our "Power Epicenter Trifecta" list. This list identifies the strongest stocks within our more extensive 'Trifecta' Epicenter list. We have added a 'power rating' to the stocks in the trifecta list to find stocks with the strongest price appreciation potential. Thus, the criteria for stocks within this list are positive views from a Global Portfolio Strategy perspective, a Technical perspective, and a Quantitative perspective. The trailing one-month return must be greater than the 12-month return, it must have outperformed the S&P 500 for the last six months, and its price must be above the 50 and 200 days moving average at the time of selection. We also wanted to make sure the first company we highlighted would be a good buy for at least the medium-term horizon. We landed on the largest oilfield services company in the world, Schlumberger ($SLB).

This company's unique competitive advantages and position as one of the focal points for the digitization and modernization of the Energy Industry and its efforts to respond to climate concerns make us think this is a great pick. It has powerful economies of scale, the best capital efficiency in the industry, and a diversified geographic footprint and customer-base that expose it to many high-growth projects. In addition to this, Schlumberger has very impressive and noticeable earnings revision momentum.

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