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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (26882)	5/22/2007 1:15:53 AM
From: Grommit	Read Replies (1) of 78746

RIG. I found this link to be good. Take a look at a couple of the presentations here. Yeah, it's old news, but simmons is saying that he would be an investor in oil services and small E&P companies now. see april 26 presentation. I think Simmons also mentions that deepwater is going to be tight for rigs for a long time. So RIG and DO fit that bill. Anyway this discussion would be probable be better on a drilling thread. They know more about it than I do. simmonsco-intl.com You say the (drilling) party has to end, but I think the cheap energy party will end. The need for "furious drilling" (simmon's words on page 52) will continue. There are a lot of drilling and service companies with decently low PEs.

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