$HAL Halliburton Tape Reports
Per Ticker.id: $HAL Halliburton Tape Reports — timestamped podcast mentions, volume, and share of voice. Latest 2026-07-23 15:00 UTC.
My days of flying down to Caracas are over. Okay, I'm an old man now. But there are a few groups, one of them U.S.-connected, uh, actually with good connections to the Trump family, that are on the smaller side that are going into Venezuela. A different way to play Venezuela would be simply to buy Schlumberger, Halliburton, and RIG, the big 3 oil service companies. Uh, and this isn't just a Venezuela play, right? The whole world, uh, is going to have to resume new project investing and deferred sustaining capital investing. And the large— the largest of the U.S. oil field services companies, while they might not be the best stock performers, offer the best juxtaposition between risk and reward in the space. And Venezuela is— I mean, Venezuela is going to have to spend minimally, I would say, $100 billion before they go to work on the Orinoco oil sands, if they ever do. If they go to work on the Orinoco oil sands, which is the biggest undeveloped crude oil deposit on the planet, that number is going to be dwarfed. And the contractors, uh, are almost certainly going to be American and Canadian.
Rick Rule — Thoughtful Money with Adam Taggart · Rick Rule: Oil Is Going Higher In Coming Years, Making Oil Stocks CHEAP Right Now · 2026-07-23Digesting today's earnings duds on Motley Fool Hidden Gems Investing. Welcome to Motley Fool Hidden Gems Investing! I'm your host, Tyler Crowe, and today I'm joined by longtime Fool contributors Lou Whitman and Matt Frankel. Earnings season is in full swing here. We've got a whole bunch of companies reporting, even related to the oil market. We're going to touch into Halliburton's earnings, but more on a state of the oil market, uh, sort of analysis. We'll also hit in the mailbag. But today we're going to start with the two companies that, uh, that reported earlier this morning and we could say were the duds of the earnings reports so far because they were MSCI and Equifax. Shares of both stocks were down more than 10% in pre-market trading, and as of we're recording right now, MSCI is still down about 11%. Equifax is down about almost 7%. So obviously the market didn't like what they were seeing. The funny thing was, is I was looking at the results just as a cursory I asked before I got to talk to you guys is it looked like they both posted improving results and even MSCI's earnings per share was up almost 20%. So guys, what happened here? I mean, Matt, I know you looked at Equifax, Lou, you looked at MSCI. What, what, what's going on?
Tyler Crowe — Motley Fool Hidden Gems Investing · Capital Market Earnings Crashout · 2026-07-21You know, there's this small set of companies out there where even if you don't really have a financial stake, like owning the stock, or I don't know if you're one of those people, short stocks does that too. It just listening to what they have to say about their respective markets can be incredibly illuminating. And Halliburton is one of those companies. It may not be on everyone's radar as a potential stock to buy, you know, being an oil and gas service company, but often it's market commentary that it provides. It gives a rare window into the oil market that we can't really get elsewhere because they work with the biggest companies in the world, the ExxonMobils, all the way down to the Wildcat drillers. And they can really give you a sense of like, what the vibes, if you will, of the market is at any given moment. And with the war in Iran escalating again, traffic through the Strait of Hormuz is grinding back to a halt. It seemed like a good time to check in with what Halliburton was saying on its most recent earnings report, which came out earlier this morning. So guys, we had a task of looking through the earnings report, a little bit of market commentary. What were some of the key takeaways for you when you were looking at this report?
Tyler Crowe — Motley Fool Hidden Gems Investing · Capital Market Earnings Crashout · 2026-07-21Yeah, so I mean, a few things to unpack here. I mean, Halliburton's international strength, especially when it comes to Latin America and Europe, it's helping to offset the disruption they're seeing from the Middle East. They're keeping their Middle East crews in place, which really kind of sets them up nicely to capture demand once the war de-escalates, which hopefully happens. Hopefully we actually get a lasting agreement at some point and the war doesn't start and end another 72 times or whatever it is. It's also worth quantifying the disruption, which management did. They said on the call that rerouting due to the Hormuz situation and other conflict-related disruptions could cost $0.07 to $0.09 of earnings per share. But they did sound very optimistic when it comes to the next quarter.
Matt Frankel — Motley Fool Hidden Gems Investing · Capital Market Earnings Crashout · 2026-07-21and maybe it's just a timing thing that we're getting there. It just takes time. There's a lot of noise about, you know, the global picture, but North America is Halliburton's largest market. So I think that that is good for the stock if it's picking up. I'm just surprised that given all of the attention that North America was flat and it's just now starting to ramp up.
Lou Whitman — Motley Fool Hidden Gems Investing · Capital Market Earnings Crashout · 2026-07-21So good. Why is Halliburton down 5%?
Jim Cramer — Squawk on the Street · 9am Hour: Cramer's Message on Tech, 3M and GM Earnings Beats, "Unlucky 7" for SpaceX 7/21/26 · 2026-07-21Welcome to Seeking Alpha's Wall Street Brunch, our Sunday look ahead to this week's market-moving events along with the weekend's top news and analysis. Hello, today is Sunday, July 19th, and I'm your host, Kim Kong. With earnings season in full swing, Tesla is set to report on Wednesday. Analysts expect Tesla to report revenue of $26.4 billion, EPS of 54 cents,, and an automotive gross margin excluding credits of slightly above 18%. Tesla has already disclosed Q2 deliveries of 480,126 vehicles and production of 451,758. Beyond those core numbers, investor attention will be once again focused on updates on autonomy, software, the Robotaxi rollout, and AI 4 and AI 5 chips, as well as the capital spending needed for the company to become a leader in physical AI. Seeking Alpha analyst Yanis Zoumpanos says Tesla enters earnings with momentum on its side. The improvement in demand, rising analyst expectations, and strong execution show that the market could be undervaluing the stock's potential earnings performance, he said. But Agar Capital cautions that a great company does not necessarily make a great stock. The firm argues Tesla's $1.5 trillion market cap overvalues the company by roughly $1 trillion, citing businesses that still lack commercial scale, complete authorizations, verifiable unit economics, and significant free cash flow. Here's how the rest of the earnings calendar shapes up. Domino's Pizza and AMC Entertainment report on Monday. Novartis, 3M, GM, and Halliburton are due Tuesday. Alphabet, Texas Instruments, IBM, AT&T, ServiceNow, Philip Morris, and Kinder Morgan join Tesla on Wednesday. Thursday brings reports from Intel, T-Mobile, Lockheed Martin, Union Pacific, and Comcast. American Express, Verizon, and Charter Communications wrap up the week on Friday. The economic calendar is light this week, but there's still a few notable events. AMD's Advancing AI event will take place in San Francisco on Wednesday, where CEO Lisa Su is expected to outline the chipmaker's latest AI strategy. The biannual Farnborough International Air Show begins Monday, with Boeing, Airbus, Embraer, and other industry leaders expected to announce aircraft orders and showcase new technologies. And San Diego Comic-Con kicks off on Thursday, with Disney, Warner Bros., and Apple among the media companies expected to preview upcoming films and streaming content.
Kim Kong — Wall Street Breakfast · Tesla reports as earnings season revs up · 2026-07-19If you want to build a portfolio of individual stocks, that's a big if, since there's nothing wrong with getting all of your equity exposure from a cheap index fund that mirrors the S&P 500. Well, you got to be rigorous about it, which brings me to my next rule: do the homework. Listen, growing up, my kids hated doing the homework. They thought it was punishment. Sometimes when I looked at what they were studying, I could see where they were coming from. I mean, what's the relevance of most of the things they teach in high school? How will it help you later in life. Why even bother? Of course, that's a terrible attitude. As a parent, I always encourage my kids to study because you never know what you'll turn out to be interested in later in life. But I bring this up because I think many of you have the same attitude to the homework you need to do in your stocks. You suspect it might be just as irrelevant to your portfolio as schoolwork seemed to my kids. When I tell people that they need to listen to the, let's say, Starbucks conference call or know what the analyst's expecting from Netflix, they don't want to hear it. They think I'm being a scold, but that's not true. You need to do the work if you're going to own those kinds of stocks. When I remind people that doing the homework means listening to the conference calls, reading research reports, they want no part of it. They look at me as if I'm some sort of old-fashioned teacher who's asking for way too much in this busy 21st century world. That's just plain wrong. Owning stocks without doing the proper research, frankly, is lunacy. But people still do it and they do it for a couple of different reasons. On the one hand, there's the buy and hold school of thought, the idea that you don't really need to do any work. You don't have to keep track of what's happening at the company because, hey, you're in it for the long haul. So what? On the other hand, you got people who just don't have the time to be diligent. For those of you who don't have the time, I got a simple solution. Get someone else to manage your money for heaven's sake, or do what most experts tell you to do and invest in a low-cost S&P 500 index fund. Or there is a third option: find someone else to help you do the homework for you while teaching you to be your own portfolio manager, which is what we do with the CBC Investing Club. And I still urge members to do as much of their homework as they can. The truth is, if you can't devote a couple of hours per week to your portfolio, you really shouldn't be messing around with individual stocks unless you join the Investing Club, which is what we're meant for. Investing may not be a full-time job like trading, but it's definitely a part-time hobby. That said, it's the buy and hold premise that's a lot more pernicious. Back during the 1990s, buy and hold became the be-all and end-all of all investing. You know what? I'm just gonna own, buy and hold on to my CMGI because it's got to go back to 100 where I bought it. Yeah, I mean, the experts told you that if you hold things for the long term, everything will work out. Of course, I went to zero. But this philosophy took a real blow during the financial crisis when so many people who practice buy and hold got obliterated. That was easy. The House of Pain. Buy and hold became popular again during the pandemic. Keeps popping up anytime. There's just a nice smooth period when the market was flooded with cheap money and almost everything worked right. I mean, made all that money and buy, buy, buy. Once again, though, it got you burned when the Fed finally started tightening in 2022 and the cheap money just vanished. A lot of people who bought and held the SPACs got crushed because there was nothing worth holding. That was just a travesty. See the SPACs. That's why I've always been an evangelist for a new concept, which is buy and homework instead. What is the homework though? Before you buy a stock, you should listen to conference calls, go to the company's website. I really like that. I tell you, I've been starting with that lately. Read the research if you can get a hold of research. Read the news stories. That's called Google. Everything's available on the web. Everything. You have so much more info available now, so much more knowledge that there's really no excuse. You aren't up there begging at the Goldman Sachs library for some microfilm statement from 3 months ago as I did 4 decades ago right down the block here. You have everything right at your fingertips. But if you fall back on a buy-and-hold strategy for any group of stocks and don't pay attention, I can assure you that you'll be soundly beaten by professional money managers with good track records who are actively searching for high-quality stocks all the time. More to the point, I'm quite certain that any index fund can beat someone who does no homework, which is why so many experts tell you Give up on individual stocks and put your money in a cheap S&P 500 index fund. Buy and hold is not a strategy. It's lazy. I'm like I said, I am in favor of index funds for those who don't have the time. The predilection. The next rule is another essential that I harp on constantly. Diversify, diversify, and diversify. Always be diversified. That controls risk. And managing risk is really the holy grail of this business. What's the biggest risk out there? It's called sector risk. Stocks in the same industry They tend to trade together, especially at extreme moments. In the old days, only about 50% of the action in a given sector came down to this— in a given stock came down to the sector. But thanks to the rise of sector ETFs, that number's gotten much, much higher. Some cases like 80, 90%. I don't care how great a tech stock was in 2000. If you had all your eggs in that one basket, you got scrambled. I got to prevent that. Same with the financials in 2008. I got to prevent that. The oils in 2014 through 2016. 60. And of course, tech during that discrete period in 2022 that was so horrible. And there's only one thing that can keep you from getting nailed by sector, sector risk, and that is diversification. I always say diversification is the only free lunch in this business. It's the only investment concept that works for everyone. If you mix up enough different sectors in your portfolio, at least 5, well, I'll tell you, you won't be wiped out when the one group gets obliterated. Something that happened happens far more often than you might think. But if diversification is such a no-brainer, if every advisor and commentator under the sun has been telling people to do it for years, how can anyone still be undiversified? I think it comes back to the homework issue. A lot of people simply don't own— don't know what stocks they own. They don't understand what the companies do. So they end up with stocks that are finally similar, very similar. I mean, they don't understand that one is a disk drive company, the other is a semiconductor stock. Drives me crazy. Hey, you know what? Also, others have zero respect for the history of the bear and how it attacks individual sectors. I still feel quite a few calls from people who genuinely think that owning FAANG is a diversified strategy. Hardly. With Facebook down, Meta, Platforms, Amazon, Netflix, and Google and Alphabet, you own variations of the same thing. Social, mobile, cloud, they trade together. That's what I call faux diversification. Or another example, no matter how much I might like the oil stocks at any given moment, I can't count as a portfolio made up of Chevron, Pioneer Natural Resources, and I don't know what they give me. I use Halliburton or two, two high-yielding ones and a driller. I always say no to a portfolio of J&J, Eli Lilly, Bristol-Myers, and UnitedHealth Group, even as I like all four companies. They just leave you way too exposed to healthcare risk that could overwhelm the whole group all at once. Having an undiversified portfolio is not just an amateur mistake, though many professionals don't like to be diversified because of the bizarre way the money management business works in this country. If you concentrate all your bets in one sector, that sector takes off, well, you pretty much beat everybody right then. There's a diversified fund. That is the nature of the beast, even though I think it's ill-founded. It's why Cathie Wood of ARK Invest could be the best money manager of 2020, then far from the best in 2021 and among the worst in 2022. Her flagship ARK Innovation Fund went almost all in on high-risk growth stocks. That's not diversified. And those all stocks, they tend to trade as a group. But that one huge year in 2020 made her a household name. And once you're a household name, well, you do get it made in this business. Don't get me wrong. I feel people— Cathie Wood, she's great at picking high-risk growth stocks and she's never claimed to be running a diversified portfolio, not once. I just want you to be aware that when you go all in on an undiversified portfolio, it is likely to blow up in your face a couple of times in a few years' time. Here's the bottom line. Whether you're an amateur professional, you always need to do your homework and keep your portfolio diversified. This is the kind of routine maintenance that protects you from monster losses down the line. Remember, if you can keep your losses to a minimum and let your gains run, you almost always come out ahead. But don't try to rationalize those losses because stocks don't always come back to even or anywhere near that. Let's go to Trey in Texas. Trey. Jim, the The second greatest investor of all time, Warren Buffett, says individual investors like me should just buy the S&P. My question for you is, what does the greatest investor of all time think we should buy? Well, first, I'm no Warren Buffett. I'm a TV guy who tries to do his best to teach you. But I thank you for that. Here, here's what, what I have to say. I think it depends on your time in predilection. I think you put away your first $10,000 in an index fund. If you like picking stocks, let's do it well together. Join the CNBC Investing Club. If you don't like picking stocks, then let someone else do it for you. But if you want to be involved, I will help teach you to be a good investor. I can do that. I've done it for a very long time, and fortunately I've been very successful. Let's go to Ann in Indiana. Ann.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 7/17/26 · 2026-07-17