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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: bobster who wrote (12256)2/20/1998 9:48:00 PM
From: Czechsinthemail  Read Replies (2) of 95453
 
bobster,

I'm curious about your figures on analyst upgrades/downgrades. Over what time period are these revisions taken?

Though I agree that monitoring upgrades and downgrades can be a useful exercise, trying to distinguish between companies on the basis of that alone seems oversimplified. For example, DO's estimates were revised downward around problems with one of their ships and their undertaking maintenance and inspection on much of their fleet. Both of these are temporary rather than long term situations, so placing too much emphasis on earnings downgrades based on them makes the company look worse than I think it is.

Since you mentioned liking ESV and having reservations about RIG, you might be interested in this comparison of the two companies:
207.183.153.23

regards,
Baird
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