SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Strictly: Drilling and oil-field services

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: mph who wrote (16783)3/26/1998 10:24:00 PM
From: Czechsinthemail  Read Replies (2) of 95453
 
OK here's my comparative study for tonight--relative price comparisons of several offshore drilling companies (ESV,MDCO,FLC,NE,RIG and GLM)
tscn.com
Look at the relative performances over the last year, 6 months, 1 month, etc. Note the generally better performance of the companies with heavier deep drilling emphasis. Also, notice the lag of ESV through almost all time periods. Unless you figure there is something dramatically worse about ESV and its upcoming earnings performance, you can make the case that this is dramatizing ESV as relatively undervalued and likely to outperform as it plays catch-up with the rest.
Baird
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext