Guasty Winds Investment Ideas, Guasty Winds

Guasty Winds

Guasty Winds Investment Ideas

I am a full-time private investor, ex-L/S. I document my investment portfolio decisions and share my work here.

Equity Bottom-Up

<ul><li>I recently bought a position in Civeo. Life as a public company has been nothing short of misery for Civeo shareholders.</li><li>However, I believe that the company is on the cusp of a potentially meaningful inflection in earnings and free cashflow.</li><li>Recent engagement from a well known activist has pushed management towards significant capital returns. </li></ul>

I recently bought a position in Civeo. Life as a public company has been nothing short of misery for Civeo shareholders.However, I believe that the company is on the cusp of a potentially meaningful inflection in earnings and free cashflow.Recent engagement from a well known activist has pushed management towards significant capital returns. 

Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. 

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement or management as of June 30, 2015. We have operations in 27 countries.

Download the Morningstar Fact Sheet : http://corporate.morningstar.com/US/documents/MarketingFactSheets/AboutMorningstarFactsheet.pdf

Thematic (Sector/Industry)

The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering nearly 1,500 companies, we’re able to provide a wide variety of what we believe are attractively priced securities looking across sectors, industries, and geographies. Best Ideas are nominated by analysts and approved by managers in addition to the normal due diligence processes that precede our published research and ratings.The list may include a broad mix of quality and risk characteristics to meet varying investor needs, including no-, narrow-, and wide-moat companies as well as the full spectrum of uncertainty ratings from low to very high. Most or all of the highlighted stocks will be trading at a discount to our estimate of intrinsic value, indicating improved odds of capital appreciation.

The Best Ideas list is a compilation of stock ideas sourced from Morningstar’s global equity research team. With more than 100 analysts covering nearly 1,500 companies, we’re able to provide a wide variety of what we believe are attractively priced securities looking across sectors, industries, and geographies. Best Ideas are nominated by analysts and approved by managers in addition to the normal due diligence processes that precede our published research and ratings.The list may include a broad mix of quality and risk characteristics to meet varying investor needs, including no-, narrow-, and wide-moat companies as well as the full spectrum of uncertainty ratings from low to very high. Most or all of the highlighted stocks will be trading at a discount to our estimate of intrinsic value, indicating improved odds of capital appreciation.

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>Civeo has improved its capital structure and balance sheet, providing stability for its workforce accommodations and hospitality services business in Canada and Australia.</li><li>While lacking significant organic growth opportunities, the company has potential for long-term success, with the Australian unit driving growth through acquisitions like Noralta and Action.</li><li>The initial turmoil surrounding the Noralta acquisition has been resolved, positioning Civeo for continued growth and success in the future.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Civeo has improved its capital structure and balance sheet, providing stability for its workforce accommodations and hospitality services business in Canada and Australia.While lacking significant organic growth opportunities, the company has potential for long-term success, with the Australian unit driving growth through acquisitions like Noralta and Action.The initial turmoil surrounding the Noralta acquisition has been resolved, positioning Civeo for continued growth and success in the future.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

United States

Civeo Corp provides remote site accommodations for the natural resource industry. The Company offers facility management, facility and wellsite rentals, offshore, laundry, and water and waste management services. Civeo serves customers in the United States, Canada, and Australia.

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Civeo Corp (CVEO US)