Message Font: Serif | Sans-Serif
 
UnThreaded | Threaded | Whole Thread (9) | Ignore Thread Prev | Next
Author: stillwater9999 Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 19984  
Subject: Re: Hard Core Core Date: 11/19/2012 8:49 AM
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Recommendations: 1
This article has some discussion of moat. According to this one key is their database. I see they do have some patents on a number of the technologies.

http://seekingalpha.com/article/628941-man-i-keep-missing-th...


SLB offers core analysis services. From the CLB 10-K I get the impression that possibly the greatest competitive threat is from some of the large oil and gas companies setting up their own internal analysis services.

The 10-K says nothing about customer concentration. My sense is that they have quite a broad range of customers and a broad geographic footprint but with NA clearly the largest.

Seems like acquisition has been one key strategy over the years, buying up small new technologies.

This is one I have looked at many times, but always wanted a better price, getting interesting here.

sw
Post New | Post Reply | Reply Later | Create Poll . Report this Post | Recommend it!
Print the post  
UnThreaded | Threaded | Whole Thread (9) | Ignore Thread Prev | Next

Announcements

Pencils of Promise - Back to School Drive
"Pencils of Promise works with communities across the globe to build schools and create programs that provide education opportunities for children."
Managing Your Wealth
Our own TMFHockeypop from Rule Your Retirement fame on the TV show Managing Your Wealth.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
Community Home
Speak Your Mind, Start Your Blog, Rate Your Stocks

Community Team Fools - who are those TMF's?
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and "#1 Media Company to Work For" (BusinessInsider 2011)! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.
Advertisement