Jul 20, 2018 - Shares of U.S. Silica have been lagging compared to oil prices, just as more oil service firms have seen tough times, at least in their stock performance.The company is taking on some leverage followi
Jul 12, 2018 - Select Energy Services (WTTR) will report Q2 earnings shortly. I believe the stock could trade materially higher into and in the wake of that report.Consensus calls for revenues of $406.4 million and
Jun 01, 2018 - This week's Editor's Notes covers a few ideas on the long side that tend to appeal to value investors - the insurance company, the holding company, international growth. We also venture into a retail
May 31, 2018 - The following slide deck was published by U.S. Silica in conjunction with this event.
May 29, 2018 - Three public capable frac sand companies face increased competition from a new, gigantic entrant.The three companies have navigated the downturn and transportation constraints to serve the skyrocketin
May 25, 2018 - Oversupply announcements aren't affecting sand company's earnings and only help the oil and gas industry, noted by HAL. Quality frac sand is rare and hard to obtain in large amounts.Service companies
May 24, 2018 - U.S. Silica (SLCA) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
May 23, 2018 - The following slide deck was published by U.S. Silica in conjunction with this event.
May 16, 2018 - Shares have been on a tear since the start of April.Short term, we look overbought.Lot of uncertainty surrounding this stock which may play into our hands.
May 16, 2018 - U.S. Silica's (SLCA) latest move highlights its commitment of returning capital to shareholders.