Cramer reviewed the entire oil
patch production process.
From drillers to refiners. The oil food chain:
Here are the picks:
Oil rig infrastructure (My Rig
Maker Pick):
NOV (NATL OILWELL VARCO)
Oil rig operators:
NBR (NABORS INDS INC NEW)
Shallow Offshore Drilling:
RDC (ROWAN COS INC)
Deeper Sea Drilling:
GSF (GLOBALSANTAFE CP)
The bottom line!: I
think you should buy NOV, NBR,
RDC, and GSF!
Drill Bit Maker:
I like SII (SMITH INTL INC) for its
drill bits. I think
they're the best drill bit
player in the business.
Drill Pipe:
GRP (GRANT PRIDECO INC)
Their pipe is the best in the
business.
Blowout Preventer/Well head
gear:
HYDL (HYDRIL )
Drilling Fluid/Mud:
ACO (AMCOL INTL CP)
Drill Rental:
WFT (WEATHERFORD INTL NEW)
Drill Production:
SPN (SUPERIOR ENERGY SV)
Subsea Equipment:
FTI (FMC TECHNOLOGIES INC)
Oil Rig Decommission
TTI (TETRA TECHNOLOGIES)