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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: Lucretius who wrote (17705)4/2/1998 8:18:00 PM
From: jbe  Read Replies (1) of 95453
 
LT - Thanks for your response to my question about TDW "fundis." I guess my next question would be: should I sell my TDW now (at a loss)? Or does it just "stink" (in your opinion) by comparison with the drillers?

Paul -- Not all of those figures were "backward-looking." Some were forward-looking, e.g., projected EPS rank (92nd percentile for TDW), projected 5-year EPS annualized (88th for TDW). I don't know who is making those projections, but clearly they can't all be pessimistic about the boat business. In any event, we've had this discussion before, and I apologize for sounding like a broken record.

jbe
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