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发表于 2012-1-10 03:53 PM
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回复 九天 的帖子
CNBC refered KEG yesterday:
Key Energy Services (KEG)
Oil is one of the few commodities that stayed strong during the recent economic volatility, and the bears are waiting for it to plummet, since they can't believe oil can stay above $100. With geopolitical chaos and the ramping up of drilling in the U.S., the future looks bright for the energy sector. Key Energy Services (KEG) has a well maintenance and a frac water disposal business that should perform well as drilling increases. Most wells being drilled in the U.S. are horizontal wells, which produce more oil but require more maintenance, and KEG provides this service. The company also disposes of frac water, an essential part of gas drilling. Currently 20% of the business is international, but Cramer expects this to grow 40-50% over the next year. The company is 5 points of its 52 week high, trades at a multiple of 9.7 with a 12% growth rate. Cramer thinks KEG is a $20 and change stock masquerading as a $15 and change stock.
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