Reddit Posts
am i thinking straight on this one?
Am i thinking straight about the Venezuela & US situation?
South Africa Proposes 10-Year Purchase Deal For U.S. LNG- Cheniere,Baker Hughes, Caterpillar, Kinder Morgan may benefit from a potentia deal
Berkshire Hathaway's, $BKR.A, annual shareholder meeting is tomorrow.
BKR: Baker hughes is a good investment
Why does the energy sector have poor earnings records?
NextDecade: NEXT a Texas LNG producer that seeks FID in June (13$ price target)
NextDecade: NEXT a Texas LNG producer that seeks FID in June (13$ price target)
NextDecade (NEXT): a Texas LNG producer that is projected to FID in June (13$ price targe)
2022-10-26 Better Tasting Crayons (Mathematically derived options plays)
2022-10-20 Better Tasting Crayons (Mathematically derived options plays)
Can someone explain why buffet thinks Bitcoin will go to zero?
It is starting to look very likely that Russia will indeed invade Russia. How to make money off of it.
Top 5 companies by insider *selling* activity over the past month
20K Yolo in $BKR, the glamorous Baker Hughes
CL=F is still rising, but Oil itself is not the play. Do this instead.....
Thoughts on BKR? Analysts seem to like it for the long term.
Dow Rallies on Bullish Bets in Energy, Materials
Mentions
BKR/B. No clue if that is a joke. Lots of very awful humor on this thread. This new generation of kiddos is a qutie sad one and spends too much time on the computer. If you aren't in your 30s all I can tell you is good luck. The below 30 generation is about to get wrecked by the economy. I answered the question. If that was a joke, it was a stupid, childish one.
more stocks to buy tomorrow final edition of the night BKR CRM DPC COIN ZETA QNT SOLS
BKR update: for the first time in seattle kraken history, BKR is green
Another day, BKR is still BKR
Going super long on companies that have just soared already is brave. I'm just gonna buy BKR so in 6 months I have 3% less than when I started.
I think my thesis was closer to "energy plays that play off the two biggest macro tailwinds that I'm aware of: Oil shock and AI energy demand". I fed it a variety of tickers and specified that if there were better alternatives, to suggest them. BKR was a novel one it found. I get your critique though, and yeah the thesis is split without being dichotomous. Do you prefer FANG to DVN? They both produce oil, natural gas, and LNG to my knowledge? DVN just seems a bit cheaper to me than FANG in terms of forward P/E and such. Or do you posit that its better to drop both and stick to a more focused thesis?
Today I went with AIPO, and have had Bloom and Kodiak Gas for a month or so. Been getting my ass kicked on them but they'll be turning around soon. In the last couple days, I also bought XLM, BKR and ETN. Between ongoing Hormuz problems and tech needs, I feel pretty strongly this type of thread will be filled with energy in the next couple weeks.
buy BKR, what goes down must come up (also chart acquisition)
BKR is a waste of money and time
Baker Hughes (BKR) is down quite a bit today, and is completing their acquisition of Chart in July. Might not be a horrible pick.
I prefer the oil service companies (SLB, HAL, BKR)
Genuinely hilarious price action in energy equities these days. On the whole they keep dumping despite the energy crisis growing worse by the day. Until of course they report earnings, then they skyrocket, because of course they do, energy equities are ridiculously underpriced right now. Go look at the price action of HAL and BKR (both of which reported earnings this week) compared with etfs like XLE and XOP and you'll see what I mean. A ton of energy companies will be reporting earnings in the next 2 weeks, now is a great time to pick up quality companies at low prices
I don't filter on setups. My filter is on liquidity of the underlying options. I then analyze the odds of making money from being long vol versus being short. I have no problem taking either side of the trade, although on average my preference is to be long vol. When the stars align, I will sell short vol. For example, going into night's close, my metrics for BKR showed short vol was the odds on favorite. I simply run my analytics and follow what the math tells me which side to take. No emotion. Strict adherence to trading rules, capital allocation and risk management. Over time, my P&L has zero correlation to the overall market. Pure alpha. No beta. And I am highly confident the 10 a.m. exit rule is the proper approach. I have not found any public sources of data that analyze the profitability of holding trades overnight until 10 am. Most look at close to close. My strategy is to play vol crush, not the PEAD, and almost always, unless there is a dramatic surprise, the vol crush occurs within the first 30 minutes of the trading day post-earnings. I have no edge from a directional basis. My edge is purely from determining whether vol is under or overpriced.
HAL SLB BKR KBR pure play
Aggressively bought OXY,SLB, BKR, HAL, VG, XOM, MOS, NTR and CF because when you’re down 25K, what else are you gonna do? I doubled down because taco doesn’t matter I have the 403 457 for rational investing https://preview.redd.it/dzn582t1j2ug1.jpeg?width=1320&format=pjpg&auto=webp&s=9cd84f055b2fa227545d6350e7379b8d86f035de 2k going in tmrw
Oil: OXY, VG, SLB, BKR, XOM Fertilizer: NTR, CF, IPI, MOS
Oil going back up — SLB and BKR more buyers vs sellers
Loaded up on HAL, BKR and SLB aftermarket and don’t regret it
https://preview.redd.it/g0y2m4c91ztg1.jpeg?width=1320&format=pjpg&auto=webp&s=17b331ff457945c17c92d1cf487cb575c23776f4 Bought SLB, BKR and HAL yesterday right before 8 PM
SLB, HAL and BKR recovering
HAL SLB BKR KBR will make huge money. First Venezuela, now whole Middle East.
I always like the service companies (SLB, HAL, BKR) but the issue is they have already risen near their 52 week high. If they drop 15-20%, I will be back in.
Oil services will probably be making bank when everyone wants everything fixed HAL SLB BKR.
IPI and NTR fertilizer is going to moon. The gulf states are going to spend stupid amounts of money getting oil production back on line later HAL SLB BKR If the desalination plants really get wrecked FLS ERII
Buy the rumor sell the news. HAL, BKR, SLB. Did you see how far they were above their 10EMA on the weekly? But guess who’s going to be rebuilding infrastructure in Venezuela and Iran and any other ME country that got damage for the next 10 years? Wait for them to come back in.
YTD % aka since January 1 LMT 32% NOC 23% RTX 8% (SAD!) ExxonMobil is 12% BKR is 38% HAL is 21% All baked in
Watchlist up \~12% in 10 days. Big movers (>10%): [$FTI](https://x.com/search?q=%24FTI&src=cashtag_click) [$SBMO](https://x.com/search?q=%24SBMO&src=cashtag_click) [$BKR](https://x.com/search?q=%24BKR&src=cashtag_click) [$TS](https://x.com/search?q=%24TS&src=cashtag_click) [$RIG](https://x.com/search?q=%24RIG&src=cashtag_click) [$VAL](https://x.com/search?q=%24VAL&src=cashtag_click) [$TDW](https://x.com/search?q=%24TDW&src=cashtag_click) [$NE](https://x.com/search?q=%24NE&src=cashtag_click).
They make around 40-50% of my entire portfolio, rest is Nvidia, TMSC, AVGO, SCHD, VT, and BKR.B. The percentage breakdown is the for the total position they three hold.
Looking at my notes and I was buying BKR and AMAT in October but I didn't have a lot of $$ to invest so I sidelined my money to get a bigger chunk to invest. Derp
BKR calls will be multi-baggers on Monday
Yes, but he was talking about different type od assets. HAL SLB KBR BKR, too much risks on majors.
HAL SLB KBR BKR in this order
Some companies I invested in here: have a look into them 1. SLB & Baker Hughes (BKR) The "Picks & Shovels" (Service Companies) Think of these as the contractors you hire to renovate a house. They don't own the oil; they are paid to find it and get it out of the ground. • What they do: They provide high-tech drilling bits, sensors to "see" underground, and chemicals to clean out old, clogged wells. • Venezuela Role: Venezuela’s oil fields have been neglected for a decade. They are broken and rusted. SLB and Baker Hughes are the only companies in the world with the massive equipment needed to "restart" these dead fields. • Why invest? They get paid upfront for their services. Even if the price of oil drops, they still get paid to do the repairs. 2. Chevron (CVX) The "Landlord" (Integrated Major) Chevron is an "Integrated" company, meaning they do everything from drilling the oil to selling the petrol. • What they do: They own the rights to the oil in the ground. They manage the entire operation and take the most profit when oil is sold. • Venezuela Role: Chevron is the "special guest" in Venezuela. They are the only U.S. company that never fully left. They already have the staff and the joint-venture contracts with the local government. • Why invest? They are the fastest "shortcut" to more oil. While other companies are still signed in contracts, Chevron is already loading tankers. 3. Valero (VLO) The "Factory" (The Refiner) Valero is a "Downstream" company. They don't look for oil; they buy "crude" (raw) oil from others and turn it into products you use. • What they do: They own massive refineries (mostly on the US Gulf Coast) that cook crude oil to make gasoline, diesel, and jet fuel. • Venezuela Role: Venezuelan oil is "heavy" and "sour" (thick and full of sulfur). Most refineries can't handle it, but Valero’s factories were specifically built for it. • Why invest? When Venezuela starts exporting again, they have to sell their thick oil at a discount because it's hard to process. Valero buys it cheap, turns it into expensive petrol, and pockets the difference.
Remember Trump’s ”bold idea” to turn Gaza into a beach front resort? It is a bit difficult to reconcile the extremely competent performance of the government in apprehending Maduro and the rambling nonsense which is Trump but you should forget everything he said. Still, HAL, SLB, and BKR are good companies
At this moment, $HAL +13% $CVX + 10%, BKR +10%, $SLB +12% $VLO +10%, $MPC + 10% $COP +8% $SOC +6% By the time the news hits its always too late.
BKR too... And I jumped in just cause the chart looked good 😂
Yen Carry Trade, CME Margin requirements on Silver Contracts, and now onto my next armchair degree, Oil Services, BKR, SLB, obvs HAL
Had a feeling Oil services would be the play... OIH, BKR
I’ve been long BKR for years. Been good to me.
The capture of Nicolás Maduro and the subsequent U.S. intervention in Venezuela have unlocked the world's largest oil reserves, potentially increasing accessible supply 9-fold. To capitalize on this historic shift, focus on these picks: - Chevron (CVX): The primary beneficiary with the strongest existing footprint in Venezuela. - SLB & Baker Hughes (BKR): Critical for the multi-billion dollar rehabilitation of broken oil infrastructure. - ConocoPhillips (COP): Positioned to finally recover $8.7 billion in seized assets. XLE ETF: Best for broad exposure to the surging U.S. energy sector.
I’ll be scoping out oil services companies like SLB, BKR and HAL
Be careful here. Oil prices rise and fall on production levels. That’s why the OPEC meeting have more to do with the price of gas than anything else. More oil=lower prices=slimmer margins. E.g. if I sell 1 BBL at $100 and get 50% GM, then I have to sell 2 BBLs at $50 to get the same GM and support my fixed costs. Twice the work for the same NI. BKR and SLB are safer bets. Rebuilding the oil fields is incremental work for them, and will happen sooner. Also - don’t buy Monday. There’s still many unanswered questions…like…who’s really in charge of Venezuela right now? All we did was drop a few bombs and capture their President, yet the Admin talks like we’re in full control. Trust me, we’re not. Better to wait a few months to see how this shakes out. Whatever the share prices end at Monday is going to pull back as more is learned.
Some informative videos here I'm trying to get bonds right now and going VLO, PBC and PBF since heavy crude is a effort to process, (used to broker oil crude en590 etc) Also HAL obviously, SLB and BKR are pretty much mentioned by the president himself Can't believe we are in a time of effectively invading countries but tbh I think probably better for the people there than the level of corruption it had, they will hand it back over eventually and in the meantime there will be a lot of opportunity for people living there who are some of the most friendly warm people I've met https://youtu.be/24HUOARwbTQ?si=AyhqW2kmEnloiPBi https://youtube.com/shorts/765XDmQV5XI?si=3-4O5y-zx25TJLfN
Maybe not oil itself, but manufacturing and infrastructure possibly.. BKR, PAA, EXE, CAT, etc
Chevron (CVX) is the only major still working in Venezuela, Exxon (XOM) & ConocoPhillips (COP) have huge arbitration awards on the books but no direct presence in Venezuela. My money is on the downstream guys like Valero (VLO) who can refine Venezuela’s heavy sour crude and the services companies like SLB & Baker Hughes (BKR).
I own 3 shares of BKNG. Number of shares is only part of the picture. Imaging owning 1 share of BKR.A
Buffet is retired from BKR investments.
Expectations of slow down in second half of 2026, I would say rotation into defensive stock like energy or BKR
GEV and BKR are both good candidates, they provide both STD GT and aeroderative design like LM2500 or LM6000
I have been buying up some oil related things like $rig @ 3.10-3.25, got into $BKR at 45, I reckon oil services may deliver some nice gainz, has been hated for a long time and I always love a position no one is talking about although oil has started having some chatter. the holding I like the most which I just bought my second lot of shares in is $TENB, been growing revenue qoq for quite some time, sizeable revenue to market cap just need to have faith market can start making better margins and continue to grow revenue. Tenb isn't the only cyber security that's growing near lows either
Totally, it's one of those things I've always wanted to invest in. Actually just shared a post from about like 2 years ago: [https://www.reddit.com/r/stocks/comments/1ca6f3j/comment/l0r8dhj/?utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/stocks/comments/1ca6f3j/comment/l0r8dhj/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) ORA has been killing recently, but way too expensive. Actually starting to look into BKR. Can't really find a ton of names in the space.
## Today's Position Management: - Closed HON calls for solid profit. - Holding TSLA SAP LRCX cuz IV crush, give 'em a few days to be profitable. - Regarding IBM... yea beats everything and falls (?!) at any rate, at the open I added a closer-strike call, as I've observed that when strong companies have an unsupported drop like this, they bounce fast. - Indeed, the new strike put the entire position into profit today. - I do not consider this DCA, because it's a closer strike, and is based on expected bounce dynamics. - For the record I consider DCA to be regarded... ## Today's New Positions for Tomorrow - Calls on BKR CCI GD INTC NEM
I have $500 left in my cash account with BKR can I play couple contracts tomorrow? Playing with money I can afford to lose to get the feeling of scalping again.
I watch the service companies SLB, HAL and BKR. If SLB and HAL get below $30 and $20, respectively, I may venture back in.
> You’re missing the big picture here. Really? Reading the article you linked says the same thing I am pointing out. BKR is not going to sell fully owned subsidiaries…. They are cash cows. (Ok there might be some cases in which it happens but not likely.). This means they are 55% out of the market with there investment level cash.
Yeah check the units rev/backlog growth the past two years 😮 The other half of business is also an electrification play. AAON, parent company, is known for their heat pump HVAC systems. Which you might think would be a bad thing to be in with Trump.. but NY just said all buildings gotta be electric, etc.. IMHO both halves of business are undervalued and you aren’t putting all your eggs in one basket (AI). Why I like the BKR/CAT/NEE plays as well. It’s not *just* AI for them.
BKR another way to get turbine exposure 🤷🏼♂️
This is actually still sound advice. If you’re some old fuck and you own a bunch of GEV, CAT, BKR and AAON. You somehow own 4 AI adjacent stonks without even knowing it. So you can end up being overexposed to shit. Obviously not important for people in this sub.. but my point stands.
Since I started buying earnings timed calls from the evercore tactical outperform list I’ve been steady climbing - w a triple up on western digital The new one I’m in on is BKR (Baker Hughes) on either Long calls or after October 28 Earnings.
BKR is waiting for a big correction and then it's a shopping spree, I guess. Like any thesis, this is going to miss out on gains, in case said correction never happens (FED just papers over it with printed money).
I think its time to pump BKR back up isnt it boys? Daddy buffet deserves it
Try BKR. They provide drilling products and can likely untuck your ass.
woof BKR and HAL already down for the day.
Then why have the rig counts dropped by so much if Trump wants to 'drill baby drill'? He is completely destroying our oil industry by his idiotic and just plain dumb ass policies. April 11 (Reuters) - U.S. energy firms this week cut oil rigs by the most in a week since June 2023, lowering the total oil and natural gas rig count for a third consecutive week, energy services firm Baker Hughes [(BKR.O), opens new tab](https://www.reuters.com/markets/companies/BKR.O) said in its closely followed report on Friday.The oil and gas rig count, an early indicator of future output, fell by seven to 583 in the week to April 11, the biggest weekly decline since June 2024. , ,
I was so busy today I didn't get to pull the trigger on anything. I'm still watching BKR. Tariffs = Term 1 infrastructure bill.
I mean, it's not like Apple, bank of America, American express and all the rest of his stuff are doing exactly well. I'm actually surprised BKR didn't drop more, it basically didn't move at all before yesterday. Weird.
I'm stupid. I have been eying MRK and BKR. I cannot tell you why
Their small holdings. 8/10 of their top 10 are down. LLY and BKR are the only 2 in top 10 that are green
BKR has been sitting on a 300B pile of cash since late last year.
KO and BKR/B has been killing it
Indra Sistemas are interesting. All of my assets are in NVDA and BKR, unfortunately the growth potential is wIth the US. EU needs to make itself more attractive to do business in at the member state level. There's a reason many people in Orleand and UK choose the Middle East, and US to go and make money.
What’s people’s thoughts on BKR?
What’s people’s thoughts on BKR?
Is there actual news on BKR or they just manipulating the price down just because?
Full port BKR? Buy the dip?
Anyone playing BKR? Great results...
Thoughts on BKR? Did good for me last earnings
I do not know about Oceaneering but the best way to play the oil segments in the service / supplier side (SLB, HAL, BKR). I say this because if Trump pushes his "drill baby drill" philosophy more oil/gas will be produced, prices will decrease to \~$60/barrel for oil and LNG prices to near $1 which is less profitable for the producers.
The real question for C3AI is if they'll renew their Baker Hughes contract in April --- or if they can [successfully branch out into other industries](https://c3.ai/products/c3-law-enforcement/). https://finance.yahoo.com/news/the-real-trouble-for-c3ai-may-still-be-ahead-as-it-eyes-renewal-with-its-biggest-customer-120028583.html >> The AI software firm’s long-running partnership with oil and gas giant Baker Hughes (BKR) — one that accounts for over a third of C3.ai’s revenue — is set to expire in April 2025.
Yes, but as I said multiple times below, this isn’t what we were talking about. We were specifically talking about *not buying back BKR shares*.
Yeah that is likely. Not buying back BKR stock still doesn’t mean that though, which is what we were discussing.
My guess it is one of his lieutenants, not Warren, Warren only get involved in big deals. If you see them buy a lot more Warren was involved. I was more interested in their POOL accumulation as BKR has numerous real estate (ie. home builders, DYI related business). I suspect they are seeing something in a coming home market boom.
Short oil services went too high too fast $BKR $MPC $TRP $KMI
Anyone knows why BKR is not moving?
BKR earnings is tomorrow premarket. dont know why robinhood and this chart lists it as afterhours today
Yes, but SLB formerly Weatherford group also has a significant present and has a wide market presence. Just look at a c[omparison chart](https://finance.yahoo.com/quote/HAL/chart/#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--) - it looks like BKR too significant share from HAL.. I previously called on all three players and HAL has lost too many key players. With the vote 50/50, it is not worth a con-flip for me. Good Luck.
I prefer the segment leader - SLB followed by BKR, especially if SLB goes below 40 again.
Massive sell off. The stock market will crash. People will burn their cash hordes, go back to the old bartering system /s In all seriousness, the coliseum still stands in Rome, no reason why BKR.B will collapse just because one fellow is out. I don’t even imagine he has much of a role beyond really broad strokes on the portfolio. Also, he has so much money he could live to 100+ He can probably afford a liver transplant from an Olympic athlete
Sure BKR is a little unique in that they hold stock positions so it’s difficult to compare apples to apples but many public companies were founder led who have since passed away or retired. These stocks have done exceptionally well since then. Some that come to mind are Costco, McDonald’s, AMD, and Home Depot.