Investopedia: Cameron - Come For The Orders, But Should You Stay For The Delivery?

Broadly defined, there are three primary ways to play energy cycles – exploration and production companies (ranging from tiny wildcatters to huge international behemoths), service companies, and equipment companies – and they all have their own cycles and quirks. In the case of equipment companies, it's often the case that the stocks make the biggest moves early in the cycle as orders are announced only to taper off as those orders actually turn into revenue and earnings. To that end, while Cameron (NYSE:CAM) appears to have meaningful untapped margin leverage, as well as significant revenue and cash flow growth prospects, it hasn't always been a smart move to hang around after the big order announcements.

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