No qualifying author-owned investment thesis was confirmed in this post.
Watchlist without a directional thesis or catalyst; no specific investment argument.
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Share your thoughts about the current **energy services cycle**.
Are you looking at **mid-cap names**, or sticking with the majors?
I’ve been building a watchlist with a mix of offshore, subsea, and service providers:
$FTI $SBMO $WFRD $SPM $SUBC $HAL $RIG $VAL $SLB $GTT $TS $BKR $AKSO $TDW $NE $NOV $HP $VK $TGS $FUR
Would love to hear what you’re watching and how you’re positioning for this part of the cycle.