文章核心观点 - 本文是对AdvisorShares Focused Equity ETF的定期重新评估 旨在探讨几个关键问题 [1] - 分析师Vasily Zyryanov的投资方法包括寻找被相对低估且具有强劲上涨潜力的股票 以及寻找估值因特定原因被高估的公司 [1] - 其研究重点关注能源行业 包括石油天然气超级巨头 中盘和小型勘探生产公司以及油田服务公司 同时也涵盖从矿业 化工到奢侈品龙头在内的众多其他行业 [1] - 分析师坚信 除了简单的利润和销售分析 细致的投资者必须评估自由现金流和资本回报率 以获得更深入的见解并避免肤浅的结论 [1] - 尽管青睐被低估和被误解的股票 但也承认一些成长股确实配得上其溢价估值 投资者的主要目标是深入挖掘 以发现市场当前的观点是否正确 [1]

Today, I would like to offer a regular reassessment of the AdvisorShares Focused Equity ETF ( CWS ), with the goal being to address a few essential issues, similar to those that I examined in theVasily Zyryanov is an individual investor and writer.He uses various techniques to find both relatively underpriced equities with strong upside potential and relatively overappreciated companies that have inflated valuation for a reason.In his research, he pays much attention to the energy sector (oil & gas supermaj ...

The share price of ProPetro Holding Corp. (NYSE:PUMP) fell by 20% between December 10 and December 17, 2025, putting it among the Energy Stocks that Lost the Most This Week. ProPetro Holding (PUMP) Slumps Following Decline in Oil Price ProPetro Holding Corp. (NYSE:PUMP) is an oilfield services company that engages in the provision of hydraulic fracturing and other complementary services. ProPetro Holding Corp. (NYSE:PUMP) slumped despite a series of positive developments for the stock over the last few ...

Oilfield services provider Action Energy Company plans to expand regionally while maintaining a strong focus on its home market, its chairman said on Wednesday, after the company's shares began trading on Kuwait's premier stock market. ...

Key Takeaways ProPetro won a Coterra microgrid contract in the Permian Basin, with operations slated to start in early 2026.The deal lifts PROPWR's contracted capacity above 220 MW, supported by contracts averaging about five years.PROPWR ordered 190 MW of new equipment, lifting on-order capacity to roughly 550 MW by 2027.ProPetro Holding Corp.’s (PUMP) power-generation subsidiary, PROPWR, has secured a contract from a Coterra Energy Inc. (CTRA) subsidiary to deliver turnkey distributed microgrids in New Me ...

The share price of SLB N.V. (NYSE:SLB) surged by 2.57% between December 5 and December 12, 2025, putting it among the Energy Stocks that Gained the Most This Week. SLB Signs Strategic Collaboration Agreement with Shell On December 11, SLB N.V. (NYSE:SLB) announced that it has signed a strategic collaboration agreement with Shell plc (NYSE:SHEL) to develop AI-driven digital solutions to help boost  performance and upstream efficiency. The two partners aim to deploy an open data and AI infrastructure using ...

Oilfield services provider ProPetro Holding Corp announced on Friday that its energy unit, PROPWR, signed a deal with a unit of Coterra Energy to supply power for building and installing microgrids in... ...

公司财务信息发布安排 - 哈里伯顿公司将于2026年1月21日星期三举办电话会议，讨论其2025年第四季度财务业绩 [1] - 电话会议将于中部时间上午8点（东部时间上午9点）开始 [1] - 公司将在电话会议前发布一份关于2025年第四季度收益的新闻稿 [1] 信息发布渠道 - 2025年第四季度收益新闻稿将发布在哈里伯顿公司官方网站 www.halliburton.com [1] - 投资者可通过访问哈里伯顿公司网站收听电话会议的现场网络直播 [1]

UK-based oilfield services provider EnerMech has been awarded a contract by Bechtel for pre-commissioning works at the Pluto Train 2 development near Karratha, Western Australia (WA). This contract includes chemical cleaning services for Pluto Train 2, part of the Pluto LNG facility. The facility is operated by Woodside Energy, with Bechtel managing the engineering, procurement and construction (EPC) and commissioning scope for the expansion project. It is set to process gas from the Scarborough field ...

公司高层人事变动 - KLX能源服务控股公司宣布任命Geoffrey C Stanford为临时首席财务官 自2026年1月7日起生效[1] - 此次任命源于现任首席财务官Keefer M Lehner于2025年12月8日通知公司其辞职意向 生效日期同为2026年1月7日 其辞职与公司运营、财务报告或内控无关[1] 新任临时首席财务官背景 - Geoffrey C Stanford现年58岁 目前担任公司高级副总裁兼首席会计官[1] - 他于2018年加入公司 担任副总裁兼首席会计官 并于2020年12月晋升为高级副总裁[2] - 在加入KLX前 其职业经历包括在Amedisys家庭健康与临终关怀公司担任会计副总裁 在Willbros建筑公司担任副总裁兼首席会计官 以及在The Shaw集团和Albemarle公司担任专注于公司运营和财务管理的关键职务[2] - 他是一名持证注册会计师 拥有杜兰大学的工商管理硕士学位以及路易斯安那州立大学的会计和金融学士学位[2] 管理层评价与过渡 - 公司总裁兼首席执行官Chris Baker表示 董事会及其本人对Geoff领导会计和财务团队的能力充满信心 此次晋升实至名归 并预计过渡将顺利进行[3] - 首席执行官同时感谢了即将离任的Keefer Lehner多年来的服务[3] - 即将离任的首席财务官Keefer Lehner表示 很荣幸曾担任KLX的首席财务官 对公司团队和公司未来充满信心[3] 公司业务概况 - KLX是一家增长导向的多元化油田服务提供商 客户为在美国所有活跃的主要盆地从事常规和非常规油气勘探与生产的领先公司[4] - 公司提供的关键任务油田服务专注于钻井、完井、生产和干预活动 服务技术难度高的油井 其服务网络覆盖全美超过60个服务和支持设施[4] - 公司互补性的专有产品和专业服务由技术熟练的人员支持 并拥有广泛的内部制造、维修和维护能力组合[4]