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Strategies & Market Trends : Value Investing
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To: Ditchdigger who wrote (48256)7/2/2012 2:42:44 PM
From: Bocor  Read Replies (1) of 78523
 
Vanguard Windsor II fund manager Jim Barrow is "nervous" about oil and energy stocks, but is bullish on Seadrill ( SDRL +1%) as "the dominant factor" in high-tech drill ships. SDRL has the world's newest fleet, Barrow exults: "Their boats rent for more than other people’s do. It is a great company run by Norwegians who know exactly what they are doing."

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