WHD - I'm Riding Best Of Breed Cactus Through The Energy Recovery

• The rig count is increasing & Cactus is raising prices. Sales are expected to rise at least 20% sequentially in Q2.
• The cycle is important, but let's not ignore the firm's amazing execution. Sales from innovations were 20% of domestic rental revenues.
• The firm is set to start sales in the Middle East once travel restrictions are lifted. This diversifies the company away from US frackers.
• Cactus has a large cash horde that it will use to make an acquisition or raise the dividend this year. I'm betting on a dividend hike.
• Cactus is my only energy stock. I will sell it when the cycle matures. We are still a few quarters away from that. However, you never know what the stock will price in. It could price in the entire recovery quickly.

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