Floriana Investment Thesis SLB (NYSE:SLB), formerly known as Schlumberger, is a company in transition from a highly cyclical and services heavy revenue mix to a more stable, product-driven business. The new revenue mix is driving higher profit margins and is aimed at a larger addressable market, which should result in more stable, predictable operating results. Already three years underway, this transformation and the potential for continued dividend growth is underappreciated and under owned by institution ...