Helix Energy Solutions Group, Inc. (NYSE:HLX)

http://www.reuters.com/article/2011/07/26/helix-energy-idUSL3E7IQ3YA20110726?feedType=RSS&feedName=marketsNews&rpc=43

Helix is involved in a recent blowout cap technology along with XOM and COP. Looks to trend up.

The Gulf of Mexico is on fire with a swarm of new inspection regulations. Oil prices are on the rise with the government dollar trashing policy, and we are going to have to drill our way out of the mess. Oil service companies that contract along the Gulf Coast will have their best year ever in 2011.

Well positioned in deep water services, with significant assets coming into production in the next year, after previously being a Capex drain.
Company response and performance during BP Horizon spill gained it widespread recognition and exposure, not to mention high margin contract rates.

Near a 52 week low and the CEO has purchased 400K shares in the last 9 months.

Doesn't look like a favorable future for energy companies. BP has marked them all with a Scarlet Letter.

With the overwhelming majority of the energy sector getting beaten down by the Horizon spill, the sector as a whole is primed to come back. Helix is currently down 40% from the 52 week high in The later part of April this year. Definitely out perform over the next 4-5 months as the mid-term elections begin to pan out, and the so called "experts" decide weather or not the recession is over or if there will be a double dip.

Intuition

Based on Einhorn analyst. This is the value play or the inverse of top Wall Street bests that failed. Their loss are our gain.

Revenue stream from new builds should be stronger than forcast.

drill for oil means lots more platforms offshore

Very good stock with heavy insider buying.

The little company that could.

Energy is critical

This thing is primed for a steady climb with the price of oil and the gap to back to where it was pre crash. The CEO just bought 1.2 mill at about 11.70 a share. We will see 20 bucks a share in less than 2 months from now

Low relative PE, good star ranking, PEG & 09 PE still below normal - bottom fishing 7/27 picks (late getting them in this week).

We are seeing an increase in petroleum prices. The lows we have seen over the last year are unsustainable. $4.00 / Gallon is the new $2.00 / Gallon... This company means business, management is committed and has the expertise to run their boats. They have some cost control issues on projects, and they need to focus on that heavily, but I'm confident they'll figure it out. The downturnish last year in petrol has forced these companies to FOCUS on the bottom line, and Helix should be well prepared to move forward as gas prices increase.

Fuel prices are over valued. Other than pure expectations of their former value. I see real value falling in the next couple of months. Although as long term I still feel it's a great pick

under valued, over sold