For Investors Only: Sell BHI -- Seeking Alpha.com Contributor

The contributor to SeekingAlpha.com may be correct.

It is only a mat­ter of time before oil and gas stocks stop mov­ing with the price of oil and start reflect­ing their under­ly­ing economics.

When this hap­pens, Baker Hughes (BHI – “very dan­ger­ous” rat­ing) will be among the stocks that fall the hardest.

But I would have more "faith" in his analysis if he actually came out to North Dakota to see the new industrial sites BHI is building in Dickinson, Minot, and Williston.

As for me, I hope the oil and gas stocks stop moving with price of oil, and start moving based on "growth" parameters and not "value" parameters. But then, that's just me with a very, very long horizon.