Investopedia: Trying To Balance Opportunity And Expectation At Cameron

It's no great secret that I am a fan of energy equipment companies as a play on energy exploration and production growth. National Oilwell Varco (NYSE:NOV) is an 800-pound gorilla in the space, while Cameron (NYSE:CAM) looks poised to benefit not just from ongoing offshore/subsea growth, but also a switch to a more oil-heavy onshore drilling environment. The trick, though, is finding the right price to buy into what can be highly cyclical and volatile stocks.

Please continue here:
http://stocks.investopedia.com/stock-analysis/2012/Trying-To-Balance-Opportunity-And-Expectation-At-Cameron-CAM-NOV-GE-FTI0430.aspx