Dresser-Rand Group Inc

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  • uploads///Eagle Ford
    Macroeconomic Analysis

    Eagle Ford Oil and Gas Production Was Down Again in November

    The EIA estimates that natural gas production at the Eagle Ford Shale was 6.7 billion cubic feet per day in November 2015, 2% below October’s level.

    By Alex Chamberlin
  • uploads///Haynesville
    Macroeconomic Analysis

    Haynesville Shale Natural Gas Production Was Up Again in November

    The number of active rigs at the Haynesville Shale was 33 in November 2015, up from 29 in October. A year ago, there were 49 drilling rigs in the region.

    By Alex Chamberlin
  • uploads///Onshore
    Macroeconomic Analysis

    Texas Led the Fall in the US Onshore Rig Count

    During the week ending November 25, 2015, the US onshore rig count fell by 13. In the week ending November 25, there were 714 land-based, or onshore, rigs.

    By Alex Chamberlin
  • uploads///Onshore
    Macroeconomic Analysis

    The US Onshore Rig Count Fell in the Week Ended November 20

    During the week ended November 20, the US onshore rig count fell by seven. During the week, there were 727 land-based, or onshore, rigs, including two inland water rigs.

    By Alex Chamberlin
  • uploads///Onshore
    Macroeconomic Analysis

    Analyzing the 14% US Onshore Rig Count Fall in the Past 12 Weeks

    During the week ended November 13, the US onshore rig count fell by five. In the week ended November 13, there were 734 land-based, or onshore, rigs.

    By Alex Chamberlin
  • uploads///Onshore
    Macroeconomic Analysis

    Analyzing the 13% US Onshore Rig Count Fall in the Past 10 Weeks

    Over the past ten weeks, 114 onshore rigs, or 13%, have been idled. As of November 6, the US onshore rig count is at its lowest point since January 2003.

    By Alex Chamberlin
  • uploads///Onsore
    Macroeconomic Analysis

    Analyzing the US Onshore Rig Count Fall and Its Impact

    Over the past ten weeks, 111 onshore rigs, or 13%, have been idled. As of October 30, the onshore rig count is at its lowest point since January 2003.

    By Alex Chamberlin
  • uploads///Onshore
    Macroeconomic Analysis

    Impact of US Onshore Rig Counts Falling in Past 9 Weeks

    During the week ending October 23, 2015, the count of US onshore rigs fell by two from the count in the week ending October 16.

    By Alex Chamberlin
  • uploads///Onshore rigs
    Macroeconomic Analysis

    12% of US Onshore Rigs Idled in Past 8 Weeks: What’s the Impact?

    During the week ending October 16, 2015, the US onshore rig count fell by nine from the previous week’s count. Last week, there were 754 land-based (or onshore) rigs, including three inland water rigs.

    By Alex Chamberlin
  • uploads///Onshore
    Macroeconomic Analysis

    US Onshore Rigs Lowest since January 2003: What’s the Impact?

    During the week ended October 9, 2015, the US onshore rig count fell by 16 from the previous week’s count.

    By Alex Chamberlin
  • uploads///Onshore
    Macroeconomic Analysis

    US Onshore Rig Count Dives 9% in 6 Weeks: What’s the Impact?

    In the 12 months ended October 2, 2015, the US onshore rig count fell by 1,082, or 58%. The count decreased the most in Texas, where 60% of rigs shut down.

    By Alex Chamberlin
  • uploads///Onshore rigs
    Macroeconomic Analysis

    US Onshore Rig Count Down 6% in 5 Weeks

    During the week ended September 25, the US onshore rig count fell by six from the previous week’s count. In the last five weeks, 48, or 6%, of onshore rigs have been idled.

    By Alex Chamberlin
  • uploads///Onshore rigs
    Macroeconomic Analysis

    The US Onshore Rig Count Falls 4% in 3 Weeks

    During the week ended September 11, the US onshore rig count fell by 14 from the previous week’s count. Last week, there were 817 land-based rigs, including four inland water rigs.

    By Alex Chamberlin
  • uploads///Onshore rigs
    Macroeconomic Analysis

    Texas Led Last Week’s US Onshore Rig Count Crash

    During the week ended September 4, the US onshore rig count fell by 16 from the previous week’s count. Last week, there were 831 land-based (or onshore) rigs.

    By Alex Chamberlin
  • uploads///Oil and gas rigs
    Macroeconomic Analysis

    Crude Oil Rigs Crashed Last Week, Natural Gas Rigs Firm

    According to Baker Hughes, in the week ended September 4, the US rig count decreased by 13 crude oil rigs, while the natural gas rig count remained unchanged.

    By Alex Chamberlin
  • uploads///Onshore rigs
    Macroeconomic Analysis

    Texas Defied Last Week’s US Onshore Rig Count Decrease

    During the week ended August 28, 2015, the US onshore rig count fell by six from the previous week’s count.

    By Alex Chamberlin
  • uploads///Ol and gas rigs
    Macroeconomic Analysis

    Natural Gas Rigs Crashed Last Week, but Crude Oil Rigs Rose

    In the week ended August 28, the US rig count increased by one crude oil rig, while the natural gas rig count decreased by nine.

    By Alex Chamberlin
  • uploads///Onshore rigs
    Macroeconomic Analysis

    US Onshore Rig Count Increases Are Widespread across the US

    During the week ended August 21, 2015, the US onshore rig count increased by four from the previous week’s count.

    By Alex Chamberlin
  • uploads///Oil and gas rigs
    Macroeconomic Analysis

    Crude Oil Rigs Rose Last Week, Natural Gas Rigs Unchanged

    According to Baker Hughes (BHI), in the week ended August 21, the US rig count increased by two crude oil rigs while the natural gas rig count remained unchanged.

    By Alex Chamberlin
  • uploads///Onshore
    Macroeconomic Analysis

    US Onshore Rig Count Increased, but Decreased in Some States

    The US onshore rig count was on a continuous slide until the week ended May 22, having fallen for 25 straight weeks. The onshore count seems to have bottomed out since then.

    By Alex Chamberlin
  • uploads///Oil and gas rigs
    Macroeconomic Analysis

    Crude Oil Rigs Up in Week Ended August 14, Natural Gas Rigs Down

    In the week ended August 14, the US rig count increased by two crude oil rigs, offset by two fewer natural gas rigs. This marked a reversal in natural gas rig counts over the previous week.

    By Alex Chamberlin
  • uploads///Oil and gas rigs
    Macroeconomic Analysis

    Crude Oil, Natural Gas Rig Counts Rise Last Week

    According to Baker Hughes (BHI), in the week ended August 7, the US rig count increased by six crude oil rigs and four natural gas rigs.

    By Alex Chamberlin
  • uploads///Onshore rig count
    Macroeconomic Analysis

    US Onshore Rig Count Lost Momentum Last Week

    During the week ended July 31, 2015, the US onshore rig count fell by five over the previous week’s count.

    By Alex Chamberlin
  • uploads///FCF
    Earnings Report

    What’s Schlumberger’s Outlook for the Rest of 2015?

    Schlumberger expects drilling activity headwinds to continue in 2015. Lower E&P activity and declining rig count should also hurt other drilling equipment and service providers.

    By Alex Chamberlin
  • uploads///Operating Income
    Earnings Report

    Diving Deeper into Schlumberger’s 2Q15 Earnings

    The deterioration in Schlumberger’s 2Q15 earnings resulted from decreased North American land activity.

    By Alex Chamberlin
  • uploads///Oil and Gas rig count
    Macroeconomic Analysis

    Crude Oil and Natural Gas Rig Counts Changed Course Last Week

    In the week ended July 17, the US rig count decreased by seven active crude oil rigs, which was partially offset by an increase of one natural gas rig.

    By Alex Chamberlin
  • uploads///Oil and Gas rigs
    Macroeconomic Analysis

    Crude Oil and Natural Gas Rigs Diverge Further

    In the 12 months to July 10, the total US crude oil and natural gas rig count fell by 1,012, or 54%.

    By Alex Chamberlin
  • uploads///Oil and Gas rigs
    Macroeconomic Analysis

    Crude Oil Rigs Up and Natural Gas Rigs Down Last Week

    In the week ending July 2, the US rig count rose by 12 active crude oil rigs—partially offset by a fall of nine natural gas rigs.

    By Alex Chamberlin
  • uploads///Oil and Gas rigs
    Macroeconomic Analysis

    Crude Oil and Natural Gas Rigs Diverged Last Week

    In the week ending June 26, the US rig count rose by five active natural gas rigs, partially offset by a fall of three crude oil rigs.

    By Alex Chamberlin
  • uploads///Oil and gas rig count
    Macroeconomic Analysis

    Why the Falling Rig Count Last Week Matters to Investors

    In the week ending June 12, the US rig count decreased by seven active crude oil rigs and one natural gas rig.

    By Alex Chamberlin
  • uploads///Oil and gas rig count
    Macroeconomic Analysis

    Why Falling Rig Counts in Week Ending June 5 Matter to Investors

    In the June 5 week, the US rig count decreased by four crude oil rigs and three natural gas rigs. In the 12 months to June 5, the total rig count dropped by 992, or 53%.

    By Alex Chamberlin
  • uploads///Oil and gas rig count
    Macroeconomic Analysis

    Rig Counts Dropped 53% in 1 Year: Why It Matters to Investors

    In the week ending May 29, the US rig count decreased by 13 active crude oil rigs, partially offset by three additional natural gas rigs.

    By Alex Chamberlin
  • uploads///Oil and Gas rig count
    Macroeconomic Analysis

    52% Drop in the Rig Count in 1 Year: Why It Matters to Investors

    In the week ending May 22, the US rig count decreased by one active crude oil rig and one natural gas rig. One miscellaneous rig was also idled last week.

    By Alex Chamberlin
  • uploads///P OFS
    Macroeconomic Analysis

    C&J Energy Services Swings Back Up, Dresser-Rand Trails Last Week

    C&J Energy Services (CJES) swung back up with a stellar 18% gain last week. Acquisition target Dresser-Rand Group (DRC) held near its acquisition price with a small 0.5% gain.

    By Manas Chowgule, CFA
  • uploads///P OFS
    Macroeconomic Analysis

    C&J Energy Services and RPC: Last Week’s Sectoral Standouts

    In our selected set of companies, not one oilfield equipment and services company saw a loss. Within this winning sector, there were two standouts.

    By Manas Chowgule, CFA
  • uploads///DRC Share Price
    Fund Managers

    Iridian drops its position in Dresser-Rand Group

    In its 13G filing, Iridian disclosed that it sold all its holdings in Dresser-Rand Group (DRC). It’s highly likely that Iridian made a profit in this sale.

    By Stuart McKenzie
  • uploads///SEMG_Basin
    Fund Managers

    Iridian slightly raises its holdings in SemGroup Corporation

    In its 13G filing, Iridian Asset Management slightly increased its holdings in SemGroup (SEMG). This resulted in a passive stake of 8.2% in the company.

    By Stuart McKenzie
  • uploads///GPK_
    Fund Managers

    Iridian ups stake in Graphic Packaging Holding a massive 166%

    Iridian Asset Management increased its holdings in Graphic Packaging a massive 166% in its recent 13G filing. This is a 10.2% passive stake in the company.

    By Stuart McKenzie
  • uploads///LXK_Fit
    Fund Managers

    Iridian nearly doubles its holdings in Lexmark International

    Iridian Asset Management has increased its holdings in Lexmark International, Inc. (LXK) by 49%. This represents a 10.4% passive stake in the company.

    By Stuart McKenzie
  • uploads///ADBE
    Fund Managers

    ValueAct lowers stake in Adobe Systems

    Adobe announced the acquisition of privately-held Fotolia, a leading marketplace for stock content. A release said Fotolia will be integrated into Adobe Creative Cloud.

    By Samantha Nielson
  • uploads///COL
    Financials

    ValueAct continues to trim position in Rockwell Collins

    Rockwell Collins is a leader in the design, production, and support of communications and aviation electronics for commercial and military customers worldwide.

    By Samantha Nielson
  • uploads///AWI
    Consumer

    ValueAct gets seat on Armstrong World Industries’ board

    While Armstrong’s 3Q14 results beat estimates, its consolidated net sales fell slightly compared to 3Q13, due to lower volumes in Europe and lower sales of resilient and wood flooring in the Americas.

    By Samantha Nielson
  • uploads///ALSN
    Consumer

    ValueAct raises its position in Allison Transmission Holdings

    Allison Transmission posted a 19% increase in net sales in 3Q14, to $553 million. This increase was partially offset by previously confirmed reductions in US defense spending.

    By Samantha Nielson
  • uploads///MSCI
    Financials

    ValueAct challenges “One MSCI” strategy

    In September 2014, MSCI approved a quarterly dividend and raised its share repurchase authorization to $850 million from $300 million.

    By Samantha Nielson
  • Consumer

    Avis Budget Group gets lower position with Iridian

    Iridian lowered its position in Avis Budget Group, Inc. (CAR), which now accounts for 2.46% of the fund’s third-quarter portfolio.

    By Patricia Garner
  • uploads///psx
    Energy & Utilities

    Phillips 66 no longer part of Iridian

    Iridian exited its position in Philips 66 (PSX), which accounts for 3.20% of the fund’s third quarter portfolio.

    By Patricia Garner
  • uploads///tyc
    Consumer

    Sale of position in Tyco affects Iridian’s portfolio

    Iridian sold its position in Tyco International Ltd. (TYC), which accounts for 1.90% of the fund’s second quarter portfolio.

    By Patricia Garner
  • uploads///MSI
    Financials

    ValueAct Capital sells shares in Motorola Solutions

    ValueAct Capital lowered its position in MSI. An amended 13D filing in November noted that the fund owns 17,588,576 shares. This is down from 28,907,623 shares.

    By Samantha Nielson
  • uploads///COL
    Financials

    ValueAct Capital lowers stake in Rockwell Collins

    Rockwell Collins Inc. is a leader in the design, production, and support of communications and aviation electronics for commercial and military customers worldwide.

    By Samantha Nielson
  • uploads///DRC
    Industrials

    ValueAct Capital lowers stake in Dresser-Rand before merger deal

    ValueAct Capital lowered its position in Dresser-Rand Group (DRC). An amended 13D filing in July noted that the fund owns 2,004,462 shares.

    By Samantha Nielson
  • uploads///ValueAct
    Financials

    Highlights of ValueAct Capital’s activist positions

    ValueAct is based in San Francisco. It manages more than $14 billion on behalf of several institutional and individual investors. The fund was founded in 2000.

    By Samantha Nielson
  • uploads///MSCI
    Basic Materials

    Why ValueAct Capital Management increased its position in MSCI

    ValueAct Capital slightly increased its stake in MSCI Inc. that accounts for 2.70% of the fund’s fourth quarter portfolio.

    By Samantha Nielson
  • uploads///ALSN
    Basic Materials

    ValueAct Capital increases its position in Allison Transmission

    ValueAct Capital upped its stake in Allison Transmission from 4,625,204 shares to 18,025,204 shares, last quarter.

    By Samantha Nielson
  • uploads///MOS
    Basic Materials

    Why ValueAct Capital Management moved out of The Mosaic Company

    ValueAct Capital liquidated a position in The Mosaic Company that accounted for 0.22% of the fund’s third quarter portfolio.

    By Samantha Nielson
  • uploads///ADBE
    Basic Materials

    Why did ValueAct Capital decrease its position in Adobe Systems?

    ValueAct Capital decreased its stake in Adobe Systems Incorporated that currently accounts for 12.53% of the fund’s fourth quarter portfolio.

    By Samantha Nielson
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