Shares of Baker Hughes (NASDAQ: BKR ) have been a solid performer over the past year, adding 18%, thanks to its leading position in LNG equipment and services. However, shares have not been immune from fears over an oil sector retrenchment, and BKR hasOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, ju ...