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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (18096)	11/30/2003 10:27:58 PM
From: Spekulatius	Read Replies (2) of 78634

RE Oil service: The oil service group have been poor performers despite high oil prices, mostly due to overcapacity from Capex programs dating back from 1999-2002, IMO. I do not like DO that much any more, because of the fact that they will use a less aggresive depreciation rates going forward. RIG seems a little better but even more so I like GSF. XOM is a boring but reasonable bet, IMO. The valuation is not really that attractive for what I consider peak upstream earnings but the dividend is safe and should support the stock.

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