This looks to be an interesting year in the energy capital equipment space, as large E&P companies like Petrobras, Total, and BP
look to move forward with ambitious plans to develop deepwater fields.
While order growth may not be as strong for companies like Cameron (NYSE: CAM ) , National Oilwell (NYSE: NOV ) , FMC Technologies (NYSE: FTI ) , General Electric, or Drill-Quip (NYSE: DRQ )
, it is definitely an opportunity to execute and show operational
excellence. In particular, Cameron needs to show that its $11 billion
backlog can be successfully converted into higher-margin cash flows.
Read more here:
Execution Key to Cameron International Corp Unlocking More Value
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