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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (54545)12/2/2014 4:00:19 PM
From: mopgcw  Read Replies (1) of 78476
 
fwiw, I own some sdrl (basis of $20.50) and will add a bit more here once it calms down. I also like ATW and ESV.

you need to consider the debt levels, quality and mix of the rig inventory as well as contracts rolling. I have shied away from the other players given these issues.
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