Out Fox The $treet

Maybe  Schlumberger's  ( NYSE: SLB     )  announcement that it was increasing its long-term growth rates was a sign that the oilfield services sector was about to consolidate to exploit improving industrywide growth rates. In this case, C&J Energy Services ( NYSE: CJES     ) is purchasing the completion and production services of Nabors Industries ( NYSE: NBR     ). The Nabors division is actually roughly double the size of C&J Energy in nearly all key metrics. Making the deal even more interesting, Nabors will accept a sizable position in the new combined entity instead of completely cashing out. Typically when a business accepts a lot of stock in such a deal it views the combination as having plenty of synergies that will create value and make the company more valuable. Read the full article here . Disclosure: Long CJES. Please review the disclaimer page for more details. 

After years of strong stock gains for the cable operators, the deal to buy Time Warner Cable ( NYSE: TWC     ) by Comcast Corp. ( NASDAQ: CMCSA     ) raises a lot of eyebrows that the company is overpaying for the assets . In light of the news that AT&T ( NYSE: T     ) is going to purchase satellite provider DirecTV ( NASDAQ: DTV     ) in a $50 billion deal, investors need to consider whether these deals are top ticking the market. The odd part of the equation is that the companies' stocks have surged the last couple of years, while their revenues are seeing limited growth. In fact, Time Warner Cable now trades at a historically high 21x trailing earnings. The company has squeezed out higher profits from existing operations, but how long can that last with revenue only growing roughly 4% each year? Based on the chart below and the limited revenue growth, now  doesn't appear the time to buy these stocks. Read ...

With the announcement of Google ( NASDAQ: GOOG     ) ( NASDAQ: GOOGL     )  Fit, the revolution of health care monitoring and recording is in full force. This news comes within a month of Apple ( NASDAQ: AAPL     ) touting the new Health app and HealthFit developer's tool. The goal of both services is to become the central hub of a myriad of apps and wearable sensors that measure health and fitness activities. With the two tech giants battling it out for consumers' health data and the focus of developers, the one stock that appears best-situated to benefit from the proliferation of sensors in these new devices is InvenSense ( NYSE: INVN     ) . Remember that Google, at a market valuation of $390 billion, is the smallest of those tech giants, making it very difficult for a health hub to change the value of the related stocks. On the other hand, InvenSense sits with a valuation just below $2 billion, and the advancement of s...

Following the release of a major deal to purchase producing acreage in the Eagle Ford, Sanchez Energy Corp. ( NYSE: SN     ) surged to record highs. The stock had seen solid gains in the last year following mediocre returns after an IPO at the end of 2011. While the stock has surged nearly $10 following the deal in late May, to reach $38, there are several reasons the stock could head much higher. Prior to the deal to buy Eagle Ford assets from Royal Dutch Shell Plc ( NYSE: RDS-B     ) , Sanchez Energy was producing significant growth from its own Eagle Ford assets. Besides the strong Eagle Ford position, the company has a solid position in the up-and-coming Tuscaloosa Marine Shale, which gives it a strong foothold for building production. Read the full article here . Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

In a surprise move, offshore driller Seadrill Limited ( NYSE: SDRL     ) raised its dividend in the face of a difficult market for new contracts. The company even faced some operating issues during the first quarter, yet that didn't prevent solid earnings and cash flows from supporting the dividend. At the time, investors couldn't grasp the 11% dividend considering the large debt load and 19 newbuilds under construction in a tough offshore drilling market. The stock has now rallied, and investors need to understand that the bifurcation of the market provides long-term stability for a company with limited rigs older than 10 years. Companies with older rigs like Transocean ( NYSE: RIG     ) face a tougher road with limited contract coverage for 2015, so why is the market still allowing Seadrill to pay a high 10% dividend yield? Read the full article here . Disclosure: Long SDRL. Please read the disclaimer page for more details.

Health monitoring offers immense potential, though it might not move the needle for Apple. History suggests consumers and doctors aren't motivated to use health records. With the big three of Apple, Google, and Samsung fighting it out over the health hub, the innovation isn't unique enough for a game changer. In my last article on Apple ( AAPL ) , I suggested the stock didn't have huge upside due to the lack of innovative products. Many comments were quick to point out that my analysis ignored some of the revolutionary aspects hidden in software updates. One such area is the new Health app and HealthKit tool for developers that do offer some interesting potential to eventually move the needle at a technology giant. Read the full article at Seeking Alpha. Disclosure: Long AAPL. Please review the disclaimer page for more details. 

                 Following the release of a major deal to purchase producing acreage in the Eagle Ford, Sanchez Energy Corp. ( NYSE: SN     ) surged to record highs. The stock had seen solid gains in the last year following mediocre returns after an IPO at the end of 2011. While the stock has surged nearly $10 following the deal in late May, to reach $38, there are several reasons the stock could head much higher. Prior to the deal to buy Eagle Ford assets from Royal Dutch Shell Plc ( NYSE: RDS-B     ) , Sanchez Energy was producing significant growth from its own Eagle Ford assets. Besides the strong Eagle Ford position, the company has a solid position in the up-and-coming Tuscaloosa Marine Shale, which gives it a strong foothold for building production.  Read the full article here .  Disclosure: No positions mentioned. Please read the disclaimer page for more details.