TDW Tidewater Inc. : Bullish and Bearish Analyst Opinions
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15:00
Feb 05
Feb 05
Noble says, "I love energy... particularly like the oil service companies." He explicitly names Schlumberger (SLB), Tidewater (TDW), and Valaris (VAL). The sector is under-owned (3% of S&P). Global depletion rates (~5% annually) necessitate constant drilling activity regardless of short-term oil price fluctuations. Service companies have pricing power due to equipment shortages. Long Oil Services for a valuation mean reversion and activity super-cycle. A deep global recession crushing energy demand.
About TDW Analyst Coverage
Buzzberg tracks TDW (Tidewater Inc.) across 1 sources. 1 bullish vs 0 bearish calls from 1 analysts. Sentiment: predominantly bullish (100%). 1 total trade ideas tracked.