Basic Energy Services, Inc. (BAS)

Trading at 59% intrinsic value.

Good earnings

Nanotechnology is the next big thing. BASF invests much in research and development of products using nanotechnology.

small cap oil well services provider....domestic US operations..consolidation potential....positive fcf....rev growth is 2-3x SP500....income growth 2-3x SP500...attractive valuation ratios....

Why not pick another energy related business? We still use it, and summer time will be pushing prices higher than ever.

Oil and gas services should be a good sector to be in next year as prices recover, and Basic is in sound enough financial shape to be a safe bet for solid performance.

Yeah, the new Administration is down on fossil fuels, but all that means to me is that you won't have to worry about the government picking winners and losers. I'll take the market over gaming government contracts any day of the week!

Testing out a portfolio of smallish-cap 5-star stocks found using the CAPS screener. All picks have at least 50 allstars backing them, which should be enough to minimize star rating fluctuations. It's been less than a week, but so far so good!

servicing oil and gas companys is vital to the industry.

Oil Equipment - Great Intrinsic Value ratio

Another small-cap oil services company that is largely ignored and is - apparently - way oversold and under-valued.

I'll leave the homework on this one up to you.

I have many small-ish cap energy picks in my caps. So far, they have underperformed the market. But energy demands and the price premium for it simply has to trend up. When they do, I believe I'll be one of those

Valuation is ridiculously low

Strategic acquisitions over past 3 yrs

LBO target

stat geek

They've got the fundamentals. When the price of oil is right, this injured fawn will frolick again...

A stock of the day pick-seems reasonably valued

If you read my pitches, then you've read this a dozen times already. I'll repeat myself again, though.

Oil makes money. Oil is good.

Now oil isn't going to last forever. For right now, though, you can make serious bank with it.

Third largest oil rig & services co. growing rapidly with high utilization rates for it's rigs. Mostly unnoticed by wall street.

Basic energy is a field workover company. It works in the Permian basin in west Texas, from Gaines County in the North to Pecos County in the South. I also work OK, LA, AK, NM and KS. The NG business is price sensitive, but the economics of workovers vs. new drills should work well for BAS. They have a relatively new fleet of workover rigs. This is O&G, so ya never know, but I think it'll beat the market.

oil

One of few stocks in the world that operates in an industry outside of the FIRE sector of economy (FIRE = Financial, Insurance & Real Estate).
In fact, not only does this company operate outside of FIRE, but it offers good future dividend potential, great valuation to earning potential, and is a great pick within its respective sector.



These are companies I'd put my money into right now rather than into residential real estate, apartment buildings, other stocks, commodities, or bonds. Few may fail, but just as many will quadruple within the next decade.


BUY.


bullish on nws, hnsn, prxl, aray, chp, navi, hero, bas, pcz, cybx, feic, ebay



These picks are within this CAPs account that is market neutral - all longs are offset by a short. All long & short picks are diversified across industries & world location to limit downside exposure. This CAPS account will maintain at the very least 20 picks and at the very most 80 picks. Picks will be ended in long/short pairs to remain neutral.