SLB
SLB Limited
stock NYSE

I exited my SLB position this AM and got into SE stock

To capture momentum in HAL or SLB, filter for a Relative Strength Index (RSI) range shift (40 to 80) accompanied by volume at least 1.5x the 20-day average. You can code this in Python using the Alpaca-trade-api or ib\_insync for IBKR to scan for stocks where the price is breaking out above the 50-day moving average on high relative volume.

• $CVX | Chevron: +8%
• $XOM | ExxonMobil: +5%
• $COP | ConocoPhillips: +7%
• $HAL | Halliburton: +10%
• $SLB | Schlumberger: +10%
• $VLO | Valero Energy: 9%
• $MPC | Marathon Petroleum: 8%
• $OXY | Occidental Petroleum: +4%

I’ll be honest, you immediately give emotional investor vibes since you started yesterday and immediately panic sold as soon as you saw red.
You definitely need to learn what you’re investing in before putting your money in it. Most people suggest (especially because you’re new) put all your money in an All-World and don’t mess with individual stocks. You’re not good enough to “win” and most people don’t outperform the All-World over a long period. Especially if you’re emotional, you just need to “set and forget.”
You have 54% of your portfolio in SLB, why? Is it because you just thought it was a good company to invest in, or hype with the current political situation…
Watch some YouTube videos and research the subs like r/bogleheads r/ukpersonalfinance r/FIREUK for ideas on methods for longterm growth

Has nothing to do with SLB or HAL going down to Venezuela to repair the oil infrastructure. US oil companies are still trying to collect judgments they won against Venezuela for seizing their assets. I would take what the oil companies say publicly with a grain of salt. Behind the scenes they are working closely with the Trump admin. In fact, Trump even admitted that he notified US oil companies about the Maduro raid IN ADVANCE while Congress got no notification

The market's pricing of a Venezuelan re-entry remains superficial. Institutional capital remembers the 2007 PDVSA expropriations too well to front-run a recovery that hasn't broken ground. SLB and HAL face a decade of mechanical ruin. Which means the real value isn't priced. So, the street underestimates the required Capex. Because it's a generational rebuild, Valero's margins haven't yet reacted.

And companies like SLB and HAL are the ones who benefit from getting Venezuelas oil infrastructure up and running 👍🏻

Robotics - $FANUY $XBOTF Energy $HAL $SLB Gold $GLD $AU Silver- $SLV $EXK $SVM Tech $AVGO, $APLD, $NVDA

You’re exactly right. I bought SLB right when the market opened because they have a distinct advantage when it comes to maintenance technology for heavy crude oil (aka most of Venezuelan oil). Once the contracts start coming in from the oil companies for the buildout many will go to SLB.
The guy above you is also partially incorrect about us not having the refineries for this. Valero $VLO is one of the primary refiners for crude oil. They’re already in talks with Chevron about where the Venezuela oil will end up. I bought some VLO this morning
I will say I largely agree with his main point about buying just straight up oil companies. They’re gonna have to spend so much money and time to tap into the oil reserves, so the profits won’t be realized for a while. But buying the ‘picks and shovels’ companies, like you mentioned, is where I think the real opportunity is

That said i do like SLB & HAL but not because of VEN because we are drilling baby drill & point 6 is really point 1

yes but VEL switched over to doing Canadian & Mex they have not had Ven oil in awhile & yes SLB & HAL would do the job except they said they are not & you cant cherry pick & leave out the other points

In reference to your 3rd point, that’s where SLB and HAL enter the picture. They make money by fixing the oil infrastructure. To you 5th point, Valero has the capability to refine the quality of crude specific to Venezuela.
Without knowing it, you made the argument for why these companies will profit from US involvement in Venezuelan oil

SLV. SLB. ONDS

SLB option?

Yeah, perhaps. I honestly don't follow $HAL or $SLB anywhere near enough to say on those (see it's ok to admit when you don't understand something enough to make a play on it).
I was more laughing at everyone on twitter and the like saying oil futures would gap down hard and Canadian oil companies were doomed. Or that CVX, XOM, BP etc would immediately gain bigly from this. Like 1, the VZ situation is far from settled. 2nd, it would take a shit ton of money and years to start pulling up VZ oil in a meaningful way. 3rd, these companies haven't earmarked any of their money for said venture yet. So when I saw Canadian names like CVE and SU get shit on in early market, I bought and sold in the afternoon for a quick easy day trade lmao.
Long term remains murky as VZ is unresolved, Russia/Ukraine is unresolved, and there continues to be musings of going after Iran again.

The moves higher are justified for $HAL and $SLB. Both stocks had significantly under-performed the other $XLE stocks. The midstream pipeline stocks are a good buy too. The easy money to be made is always selling the picks & shovels for the oil "gold mines" so to speak.

Some of the moves don't make sense.
Like, I don't think COP or XOM are going to enter or really commit to anything in a meaningful way.
But like, CVX already has assets there so they likely will be reclaiming those. Then a few service companies will benefit from the increased CAPEX like HAL and SLB. The CAPEX need is pretty massive from what the reports mention on the overall infrastructure.

No one’s said SLB somehow

PLTR, ONDS, CVX, SLB, AMPX, UMAC, USAS, UAMY, RCAT
Top of my head best to benefit from this situation
Oh and expect inflation, so silver and gold to rise. So sad I sold my silver calls on friday, would have mooned today had I known the Venezuela thing would take place early January instead of late January

I've loaded up on HAL and SLB at market open.
In any case, it's a good diversification from all the tech stocks in my portfolio