Well I have a bunch of e&p related. I've sold down positions, taken losses, trying to hold on.
I have HOS, EAC, PRSEY, FI, SLCA, HCLP, NOV, ESV, ATW, SDRL, SUBCY, MDR.
My current favorites: HOS. As I've said: I'll follow the insiders here again in their buying. That previous time turned out exceptionally well for them and me. EAC now. EAC provides "floating hotels" for oil workers, which I guess is a requirement if off-shore wells continue to operate. Utilization seems to be okay for this niche business. Company is profitable with low price/stated bv. Nice margins. Dividend while holding on. |
