National Oilwell Varco Inc (NYSE:NOV)

CAPS Rating: 5 out of 5

The Company is a worldwide provider of equipment and components used in oil and gas drilling and production operations, oilfield services, and supply chain integration services to the upstream oil and gas industry.

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Member Avatar kembs (45.57) Submitted: 4/19/2014 9:20:13 AM : Outperform Start Price: $81.44 NOV Score: -4.56

an alternative way to play the energy industry

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Member Avatar jdbow (48.36) Submitted: 4/17/2014 9:39:09 PM : Outperform Start Price: $82.22 NOV Score: +0.06

I was looking for a drilling company and
narrowed it down to NOV & SLB.
NOV looked like the better value.

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Member Avatar KenGamble (< 20) Submitted: 4/17/2014 1:29:50 AM : Outperform Start Price: $81.53 NOV Score: +0.61

NOV is an undervalue stock waiting on its cycle. Should be up 10% to 15% by end of 2014

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Member Avatar dineroOne (53.15) Submitted: 4/2/2014 6:39:47 PM : Outperform Start Price: $78.45 NOV Score: +6.36

Parts supplier to the oil industry. Great management!

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Member Avatar jordan144 (33.54) Submitted: 3/23/2014 5:12:19 PM : Outperform Start Price: $74.55 NOV Score: +10.63

steady growth and dividend for years. this company isn't going anywhere and will spin off a branch of operations this year. look for nov and its spinoff to increase in value year after year.

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Member Avatar cavrad (72.81) Submitted: 3/18/2014 10:25:47 AM : Outperform Start Price: $74.75 NOV Score: +10.80

FCF + spinoff

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Member Avatar TMFDeej (99.45) Submitted: 3/17/2014 9:07:35 PM : Outperform Start Price: $74.41 NOV Score: +10.78

Spinning off the distribution business will enable NOV to improve its margins and benefit shareholders.

Deej

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Member Avatar TMFRoyal (98.70) Submitted: 3/13/2014 2:04:57 PM : Outperform Start Price: $77.29 NOV Score: +6.42

I spoke on Boston radio recently about NOV. http://audio.wrko.com/a/88619572/stock-talk-jim-royal-motley-fool.htm

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Member Avatar AlexeiVronsky (84.02) Submitted: 3/13/2014 4:35:37 AM : Outperform Start Price: $73.74 NOV Score: +10.87

Quality company, spinoff should unlock value.

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Member Avatar shieldsm91 (< 20) Submitted: 3/12/2014 3:48:01 PM : Outperform Start Price: $75.85 NOV Score: +9.15

I like National Oilwell Varco (NYSE: NOV), who makes the necessary equipment for oil and gas exploration and production. When comparing to eight companies that operate in similar markets (notables include Halliburton, Schlumberger, and Cameron International), NOV is better on margins, valuation multiples, and growth. NOV’s price to FCFE per share is about 47% lower than its competition and its PE is about 8% less, making it a very inexpensive stock comparatively. Sales and earnings growth both outperform their competition (sales by a wide margin), which is attributable to their aggressive acquisition strategy. The firm’s gross margin, operating margin, ROA and ROE are slightly above my comp set average. NOV plans to spin-off its distribution segment (makes up about 20% of revenue) in April of 2014. This segment has historically been the lowest margin segment in the firm, so the firm will see massive margin expansion after the spin-off is complete. Currently, their book-to-bill ratio is above one, indicating increased demand for their product.

Additionally, the firm’s future prospects for sales growth is off the chart. Their revenues are tied heavily to capital expenditure plans of E&P companies, and capX is dependent on the expectations of future oil and natural gas prices. Many analysts all over the country are calling for increased oil prices as the economy turns around. While this is bad for the general consumer (high crude oil prices generally makes the price of everything a little higher, not just gasoline), this is good for the Energy sector of the markets, NOV included. Natural gas is at extremely low price levels, is increasing demand hand-over-foot as new technology comes out to burn natural gas instead of oil. The increased demand will increase price, which will increase supply in the long-run. Where’s the extra supply coming from, you’re asking? Natural gas rigs must be purchased and services, and NOV is in prime position to do so.

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Member Avatar Dividends500 (75.09) Submitted: 3/8/2014 9:31:15 PM : Outperform Start Price: $74.73 NOV Score: +8.98

Dividends500 tracks the 200 strongest dividends in the S&P 500. To qualify as a strong dividend, the company must meet two simple requirements:

- A payout ratio below 50%
- An increasing dividend from the prior year

Because there are more than 200 dividend paying companies in the S&P 500 that meet these requirements, the qualifying companies with the largest dividend yields were chosen.

Dividends500 intends to test this FactSet article, which highlights these strong dividend paying companies and their outperformance versus the S&P 500 as a whole (Page 12).

http://www.factset.com/websitefiles/PDFs/dividend/dividend_12.16.13

If you have questions or see something you think is inaccurate feel free to let me know.

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Member Avatar Gtrinvestor (99.83) Submitted: 2/24/2014 9:35:46 AM : Outperform Start Price: $75.69 NOV Score: +7.80

Low PE, reasonable PEG, highly recommended by TMF, and hey, it's oil (which ain't going away anytime soon).

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Member Avatar Logicalinvester (57.53) Submitted: 2/22/2014 12:45:16 PM : Underperform Start Price: $74.73 NOV Score: -8.98

Its a great company, but It'll take some time for it to move significantly.

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Member Avatar bestmyth (24.16) Submitted: 2/10/2014 4:47:59 PM : Outperform Start Price: $67.86 NOV Score: -1.76

Bullish

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Member Avatar PatientJC (31.02) Submitted: 2/10/2014 11:40:55 AM : Outperform Start Price: $74.50 NOV Score: +6.71

Superior fundamentals

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Member Avatar GearCat (25.43) Submitted: 2/8/2014 1:17:32 AM : Outperform Start Price: $74.71 NOV Score: +6.41

Oil, good stats, the person in a gold rush selling shovels and hats!

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Member Avatar ZZStock (< 20) Submitted: 2/2/2014 1:18:32 AM : Outperform Start Price: $74.94 NOV Score: +5.05

Great company with great technology. I work in the oilfield and know that NOV is going to be around for the long run.

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Member Avatar stickin2themes (48.18) Submitted: 1/24/2014 10:56:47 AM : Outperform Start Price: $74.66 NOV Score: +7.07

Spin off of distribution unit, big Berkshire holding, good fundamentals, wide moat,

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Member Avatar jackson1001 (55.88) Submitted: 1/16/2014 7:50:42 PM : Outperform Start Price: $77.34 NOV Score: +5.14

Gorilla in an evergrowing market. Land based rigs ready for replacement. Spinoff will only help.

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Member Avatar Devasto (39.46) Submitted: 1/1/2014 8:53:09 AM : Outperform Start Price: $79.13 NOV Score: +2.64

great company with great balance sheet. undervalued compared to peers like halliburton. We will see if the spin-off will bring additional value for shareholders.

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