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Strategies & Market Trends : Value Investing
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To: Alex Greenland who wrote (3502)3/11/1998 8:42:00 AM
From: jeffbas   of 78672
 
I have a few questions as well. How would you rank land drilling, vs water drilling, vs boats in terms of attractiveness? Doesn't increased success rate decrease need for rigs and is their any play on the (technology?) source of the improvement? Where do TMAR and Nabors fit in your list of companies? These companies have come a huge way from when GLM was a "penny" stock - how confident are you that this is just a brief downturn? P/E's are low but price/sales are quite high suggesting a lot of room for margin pressure.
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