ITZ posted a comparison chart today on Twitter of Halliburton (HAL) & National Oilwell Varco (NOV)
ITZ has been suggesting NOV for a few weeks, taking 1/4 positions @ $70.50 on 2/1/13 & $66 on 2/5/13. Goldman Sachs put out a
research report Thursday discussing their take on oil services in North America. link
Warren Buffett's Berkshire Hikes Stake in National Oilwell Varco by 26% to 5,294,800 shares, worth $372 million. LINK

