Baker Hughes, Inc. (NYSE:BHI)

This stock is the perfect example of the ridiculous effect of "analysts estimates" on performance. Their last two quarters were the best in the company's history, by quite a lot. Yet the price has gone from ~$80 in July to <$50 now. Obvious reason: they came in lower than the very high analysts expectations. Despite massive increases in all performance numbers, there has been a sell-off. I call this a strong buy. If I'm missing another reason, I appreciate any input.

under value

Money moving into oil services in January. Phenomenal value.

A compelling value with great growth prospects

Good profits, BJ services integration now complete and reaping rewards.

.37 PEG ratio, 25% estimated EPS growth in 2012, 5 star on Morningstar, and a ton of room to go up on the charts. I'm in for the long haul.

Babo

12/15

BHI has been one of my disappointments this year. I moved out of the shares (BHI), for about a year, but, when they acquired BJ Services in April 2010, they became a better oil fields servicer. They should outpace the Oil Fields Services ETF (OIH) and be more precise shot at the sector. No luck.

Time for a sanity check:
* S&P gives it 4 stars (buy), with a $74 price target. That's 47% above today's price;
* 29 FirstCall analysts rate it "Buy" (8 Strong Buys and 6 Holds, no Sells);
* Reuters gives it an 8 out 10 ("Positive"), shy of a top rating because of lousy recent momentum and shows a $76.40 concensus target ... a 52% bounce from today's price; and
* The Motley Fool community rates it 4 out of 5 stars.

So I think I'll give this one a little more time.

Dave

Five stats.

Correct direction this time.

You could wait until the economy turns around to buy this stock, but you'd pay a lot more, now wouldn't ya?

Inverse head and shoulders

Good oil and gas bet.

These guys placed a quarter page ad in the Denver Post that says they have 1,500 jobs to fill! Any 99% unemployed protestors out there interested in some good pay for hard work?
Also due to report earnings this week.

oil suffered badly the last month. Due for a big comeback

Crude oil prices have been falling but the services companies shouldn't have too much trouble making money regardless of the price per barrel. My target price for the stock is $84/share.

Covestor Model Manager Sean Hannon sold BHI in his Bottom-Up Concentrated Covestor Model ( http://covestor.com/Sean-Hannon )

BHI provides great earnings & revenue growth yoy, offering great outlook & multiple for coming year, rising oil prices make Baker Hughes a good long-term play