| Account | Shares | Price | Value | % of acct | Cost/sh | Gain $ | Gain % | Target |
|---|---|---|---|---|---|---|---|---|
| 401K | 90 | $96.43 | $8,679 | 0.35% | $57.76 | $3,480 | +67.0% | — |
In short: "The Weatherfords of the world" — value names inside the oil-services outperformance; they control a lot of valuable assets.
Weatherford is another oil-services company — "the Weatherfords of the world" are his shorthand for the cheap, asset-rich value names in that sector. They control real, valuable equipment and expertise, and the group has been beating the index all year as money rotates from paper assets to hard ones.
31:40Big outperformance this year. A lot of value names in there — the Weatherfords of the world, the slumberes. They control a lot of valuable assets. The artificial intelligence potential of slumberge or SLB is literally one of the most exciting trades or investments I can think of in the market today.
In short: Cited (by Danny) as a last-year energy call that has more than doubled — part of the energy-rotation thesis.
Weatherford is an oil-services company (the firms that drill and service wells). It was one of his energy calls from the prior year and has more than doubled — part of his thesis that money is rotating out of crowded tech into energy and other hard assets.
1:43So, we're going to get to that. And I also want to get to what is still lingering here, which is obviously the strength still in the semiconductor space. It shocks me, I think, as much as it does you in terms of the secular trade still not yet becoming cyclical. So I threw a lot in there and as well as the stuff going on in the Middle East, you were already talking last year before the Iranian war that how oil might start to go even higher as a result of what's going on.
In short: Oil-services name "ripping this week"; offshore-drilling ramp to offset the Strait-of-Hormuz supply loss.
Weatherford is another oil-services company. Same logic as Schlumberger: as the U.S. is pushed to drill more offshore to replace lost Middle East supply, the service firms doing that work benefit. He notes it's "ripping this week."
10:36That's why we love Look at Schlumberger. Look at the uh look at the offshore companies, oil services, uh Weatherford. They're ripping this week because, yeah, Trump's going to put a lot of pressure on US offshore drilling. It's going to take years to to to fill that gap. So, we have no we have a big big problem uh for a lot of different sectors that's coming up in the in the second the more like the third quarter of this year that that it's really is not much they can do because even if they even if they had a peace deal today, um the the the trust
In short: Adding oil-services names into year-end energy bearishness; offshore Gulf drilling needs them.
Weatherford is an oil-services company — the firms that drill and service wells for the oil majors. He's adding it into the most bearish energy sentiment of the year. The driver: a U.S. push to ramp up offshore drilling in the Gulf, which needs exactly these service providers.
25:50We've sold 1/3 to 2/3 of our gold and silver miners and we've started to add to the Weatherfords of the world, the OIH oil service names, your Occidental Petroleums. The energy stocks — the bearish sentiment is incredible. Remember, November is the second worst month of the year for crude oil. There's a ton of bears in the CFTC data. To me that's an opportunity to double up and take down some precious metals that a year ago nobody wanted and now are up 150%.
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