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Jan 23, 2025
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looking forward, halliburton says it expects flat international revenues in 2025, with halliburton ceoer saying, quote, growth in most international markets is offset by activity reduction in mexico. end quote. other than mexico, the rest of the world is actually looking good for them. for north america. halliburton actually sounded pretty optimistic for the long term, but not necessarily for this year. for 2025, halliburton expects north america to be down low to mid single digits from last year. that's not good. miller added that they're taking a real hit on pricing in america. that's even worse. longer term, though, he's much more sanguine. miller noted that after conceding and giving those price breaks i just mentioned, halliburton is now sold out with all of its fleets working under committed or contracted programs. good. he also mentioned some new technologies, including zeus, the company's new electric fracturing pumping unit. that's a fracking tool, and this is the part that i like best, miller explained. quote, i believe the next catalyzing inflection from north america servic
looking forward, halliburton says it expects flat international revenues in 2025, with halliburton ceoer saying, quote, growth in most international markets is offset by activity reduction in mexico. end quote. other than mexico, the rest of the world is actually looking good for them. for north america. halliburton actually sounded pretty optimistic for the long term, but not necessarily for this year. for 2025, halliburton expects north america to be down low to mid single digits from last...
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Jan 11, 2025
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halliburton again on the drive-thru, everyone goes in for the 2 handed slam. pacers still only up by 5 at the break. >> warriors say they hung around, but it was just too much to overcome. 3rd quarter, pascal mismatch there with when the water is the 4th powers his way in for the time he had 25 11 rebounds and then in the 4th quarter, dennis schroder gets swatted at the bucket by thomas bryant pacers, one come the exclamation point. warriors kept it close for a lot of the game, but they end up falling 108 to 96. meanwhile, the nfl announced it's all pro teams today. >> forty-niners linebacker fred warner was named first team. all pro for the 3rd straight year. and the 4th time overall warner was an early season nominee for defensive player of the year. really the teams standout player on defense all season. incredibly remember, he played a lot of the season. most of it with a fractured ankle. still recorded 131 tackles 4 forced fumbles and 2 interceptions including a pick-six tight end. george kittle fullback kyle use check are both named second team. all pro.
halliburton again on the drive-thru, everyone goes in for the 2 handed slam. pacers still only up by 5 at the break. >> warriors say they hung around, but it was just too much to overcome. 3rd quarter, pascal mismatch there with when the water is the 4th powers his way in for the time he had 25 11 rebounds and then in the 4th quarter, dennis schroder gets swatted at the bucket by thomas bryant pacers, one come the exclamation point. warriors kept it close for a lot of the game, but they...
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Jan 23, 2025
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i would buy halliburton if it cheapened up. what i should also note is the world is very well supplied with oil, brian. and i think right now there's probably a 10-12 war premium that's embedded in the price. in other words, if we have peace in the mideast and in ukraine, i think oil probably goes into the low 60s and, again, that's not necessarily good. add to that drill, baby, drill, now you're talking 50s. and, again, that's bearish on price. brian: maybe good for the pump -- >> oh, and it's great for you, me and everybody else because it's the cheaper oil. brian: thank, adam. your with us for the hour. -- you're with us for hour. tiktok's service has been restored but only for people who who downloaded the app. if you deleted it, you can't get it back. people are now taking desperate measures and spending thousands on a work-around plan. we'll explain. >>> president trump opens up to sean hannity about his historic return to the white house, watch. >> let's talk about the moment you walked back in this office, this desk, th
i would buy halliburton if it cheapened up. what i should also note is the world is very well supplied with oil, brian. and i think right now there's probably a 10-12 war premium that's embedded in the price. in other words, if we have peace in the mideast and in ukraine, i think oil probably goes into the low 60s and, again, that's not necessarily good. add to that drill, baby, drill, now you're talking 50s. and, again, that's bearish on price. brian: maybe good for the pump -- >> oh,...
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Jan 11, 2025
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allan burton, who knocks down the 3 he had 25 points and 10 assists pacers up by 6 and then off the halliburton, out on the break, drive-thru everyone goes in for the 2 handed pacers up by 5 at the break. what the warriors tried. but it was just too much to overcome. i think tonight, 3rd quarter pascal a mismatch on new owners. the 4th powers in for the dunk he had 25 11 rebounds 4th quarter. now, dennis schroder gets swatted by thomas bryant pacers. throw ahead. come the exclamation point dubs kept it close for a lot of the game, but they end up falling 108 to 96. meanwhile, the san jose sharks on the road as well tonight hoping to find their winning ways in utah where they won their last meeting overtime against the team without a name. the utah hockey club shark certainly didn't waste any time getting on the board. less them a minute off the faceoff. mikhail granlund shot is saved. but there's fabian settle in to put on the rebound his 12th of the year. and it's one nothing. san jose. same score. second period. utah's nick schmaltz, great hockey name loads up and fires a laser past. alexande
allan burton, who knocks down the 3 he had 25 points and 10 assists pacers up by 6 and then off the halliburton, out on the break, drive-thru everyone goes in for the 2 handed pacers up by 5 at the break. what the warriors tried. but it was just too much to overcome. i think tonight, 3rd quarter pascal a mismatch on new owners. the 4th powers in for the dunk he had 25 11 rebounds 4th quarter. now, dennis schroder gets swatted by thomas bryant pacers. throw ahead. come the exclamation point dubs...
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Jan 11, 2025
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curry, draymond green y andrew wiggins, y los suplentes de los 2 no tuvieron respuesta para 13, halliburtontos de coche. esto bajo el programa seguridad del niño pasajero, que recibió una subvención de 200.000 $ y el departamento de salud pública también organizará puestos de inspección de asientos de seguridad y clases educativas sobre el uso correcto de los asientos para niños. el programa durará hasta septiembre de este año y nos despedimos con algo muy tierno, presentándoles al nuevo inquilino del zoológico de oakland. ahí lo vamos a ver. ahí lo está viendo. es una cría de mono araña que recientemente fue rescatada por la policía. bueno, resulta que el primate, dicen los cuidadores del zoológico se está adaptando muy bien a su nuevo hogar. al parecer, los individuos tenían al mono de forma ilegal y necesitaba atención médica. los veterinarios dijeron que se recupera satisfactoriamente y hasta ya le pusieron nombre. y se llama azul. azul. pero parece que hasta que sonríe que tiene poquito pelo se nota que quizás no está en buenas condiciones. un poquito si de pronto lo tenían en malas co
curry, draymond green y andrew wiggins, y los suplentes de los 2 no tuvieron respuesta para 13, halliburtontos de coche. esto bajo el programa seguridad del niño pasajero, que recibió una subvención de 200.000 $ y el departamento de salud pública también organizará puestos de inspección de asientos de seguridad y clases educativas sobre el uso correcto de los asientos para niños. el programa durará hasta septiembre de este año y nos despedimos con algo muy tierno, presentándoles al...
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Jan 17, 2025
01/25
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the action allowed halliburton to rally. they won't put up that kind of surprise. the reason to buy hal is that trump wants to drill everywhere but playgrounds. we get results from two household names, procter & gamble and johnson & johnson. j & j has lawsuits. the market has turned against these stocks. i think you put either away by sting the dividends. president biden reached out drugs that medicare will try to get better prices for. this actually reduces inflation. one of the most popular of the year, wegovy, will get scrutiny. eli lilly has a similar drug. they are worried it will happen when it comes up for regulation. that stock got hammered. it wasn't unexpected. it stung. especially because there were so many stocks screaming higher. thursday we have another ge coming in. ge aerospace. i think we have a winner. it's not as clean as i would like, because last time there were hair on the quarter. supply chain causing an 8% hit. you will recoup that in the same day. mark your calendar. we will be hosting a monthly meeting of the club on thursday which people
the action allowed halliburton to rally. they won't put up that kind of surprise. the reason to buy hal is that trump wants to drill everywhere but playgrounds. we get results from two household names, procter & gamble and johnson & johnson. j & j has lawsuits. the market has turned against these stocks. i think you put either away by sting the dividends. president biden reached out drugs that medicare will try to get better prices for. this actually reduces inflation. one of the...
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water boarding, umd, halliburton, as soon as they hated trump, democrats loved them and embraced theme trump out of principal, it was because he attacks the iraq war and wiped out the bush dynasty. it was all of that and she'll need a pardon in a couple of weeks and that'll be her second. larry: joe biden will give her this award or medal. he'll emerge from wherever he's emerging from. >> he doesn't know it but he's going to give it to her. larry: and he'll get a preemptive pardon? >> the dirtest pardons come in the final week and she'll get the cop that shot the protester at the capitol that day, he'll need a pardon, don't be surprised if some hunter business associates get pardons. the dirty ones come in the final couple of days. larry: what gives her the citizens medal? what did she do for this country? >> for the deputies, she did plenty. january 6 committee, she played around with witnesses, exculpatory evidence withheld and provided quite a service for the democrats. larry: trump won anyway. won big time. >> people realize. >> ugly as can be. wasn't insurrection and didn't disru
water boarding, umd, halliburton, as soon as they hated trump, democrats loved them and embraced theme trump out of principal, it was because he attacks the iraq war and wiped out the bush dynasty. it was all of that and she'll need a pardon in a couple of weeks and that'll be her second. larry: joe biden will give her this award or medal. he'll emerge from wherever he's emerging from. >> he doesn't know it but he's going to give it to her. larry: and he'll get a preemptive pardon?...
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Jan 20, 2025
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so bp that's bp hal is halliburton. we're just a few hours away from a trump presidency. he says he's going to bring oil prices down. drill, baby drill. he says, but oil companies don't like low oil prices. it costs money to drill. a poll by the wall street journal says economists expect inflation will get worse under president trump. we've talked about this before, kicking out immigrant workers, deficit spending, tariffs will all lead to higher prices if they are actually put into place. tesla ceo elon musk was invited to speak at trump's rally last night, joined by his young son. he was on for a short time, one minute, 14 seconds before trump came back up on stage. tiktok back on people's phones after disappearing for a few hours on sunday. tiktok shut itself down voluntarily ahead of the ban, only to reappear with this message thanking president trump. now mr. trump is not yet president, but tiktok understands the visuals here. now to remind you, it was trump who came up with the idea of banning tiktok in the first place. he now says he's going to save tiktok first by
so bp that's bp hal is halliburton. we're just a few hours away from a trump presidency. he says he's going to bring oil prices down. drill, baby drill. he says, but oil companies don't like low oil prices. it costs money to drill. a poll by the wall street journal says economists expect inflation will get worse under president trump. we've talked about this before, kicking out immigrant workers, deficit spending, tariffs will all lead to higher prices if they are actually put into place. tesla...
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by the way, this is from halliburton, and they put out particularly good information when it comes towe should be worried about. of course, the most traditional, important valuation metric, the forward pe ratio, this is the crash, right? this is more recently, in 2020, and this is where we are now. obviously, elevated but, you know, listen, it's been much higher, and it suggests this wouldn't be unusual. what's really unique about all of this is the breakdown, right? reality is that the leadership, this is where we get the nosebleed stuff starting with tesla. at 118 times ford, when i came into business, no one ever heard of anything like that. it simply could not have existed, but it it does. broadcom, nvidia, crazy valuations and yet it seems like they deserve it. your top 10 average forward pe ratio of 43, that's mind-boggling tough. we never heard of it before, but they're earning so much money. here's the problem. at the start of every year, the focus obviously is always on risk. opportunity tends to be overlooked, particularly by professionals. this was last year coming into the
by the way, this is from halliburton, and they put out particularly good information when it comes towe should be worried about. of course, the most traditional, important valuation metric, the forward pe ratio, this is the crash, right? this is more recently, in 2020, and this is where we are now. obviously, elevated but, you know, listen, it's been much higher, and it suggests this wouldn't be unusual. what's really unique about all of this is the breakdown, right? reality is that the...
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Jan 20, 2025
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the richest people in the world, they're not just typical ceos, they're not running, you know, halliburtonr exxon or even walmart. >> these are the people that run the biggest communications outlets in the world. >> and that who that is who donald trump is choosing to have closest to him. so what i'm thinking is, what are we actually going to see? what are we going to hear in the next four years, given their amount of control and how much they are now? >> i'm not going to say in his pocket, but very close to this and what's what's dangerous or bad about that in terms of the rest of the country and our democracy. >> just pick one thing. >> artificial intelligence is going to change almost every element of our daily lives. >> in the next 5 to 10 years, donald trump has never had a position on something like this. and now these people who have huge interest, right. >> sam altman was there. obviously elon musk was there. jeff bezos, they're going to have a direct line into this president. and so remember, tomorrow marks 15 years since the citizens united decision. >> what we need to pay attent
the richest people in the world, they're not just typical ceos, they're not running, you know, halliburtonr exxon or even walmart. >> these are the people that run the biggest communications outlets in the world. >> and that who that is who donald trump is choosing to have closest to him. so what i'm thinking is, what are we actually going to see? what are we going to hear in the next four years, given their amount of control and how much they are now? >> i'm not going to say...
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Jan 20, 2025
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important, which is he has understood that these leaders, tech leaders in particular, this is not halliburtonrticular industry. right. so this is not just this is not donor service. right. this is more insightful than that. these are leaders who specifically control algorithms that decide what people think is real. okay. so they are in a very specific industry. it's big, but it's actually quite niche. and so we should take seriously his selection of that particular crew as opposed to, say, oil executives or chemical executives or computer manufacturers. these are specifically people who are in the reality business who pipe visions of reality into people. and, you know, steve bannon many years ago worked in the video game industry in hong kong and was said to have realized that, you know, the epidemic of loneliness among young men who gravitate to video games was a big political opportunity waiting for someone to tap. so there's some insight in it. and again, what's going to be really important to see is whether regular people realize that they're not in the church. they're not they're not at
important, which is he has understood that these leaders, tech leaders in particular, this is not halliburtonrticular industry. right. so this is not just this is not donor service. right. this is more insightful than that. these are leaders who specifically control algorithms that decide what people think is real. okay. so they are in a very specific industry. it's big, but it's actually quite niche. and so we should take seriously his selection of that particular crew as opposed to, say, oil...