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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: Czechsinthemail who wrote (16790)3/26/1998 10:36:00 PM
From: waverider  Read Replies (1) of 95453
 
Baird, niffty graph. Question. Assuming all things are equal, doesn't the poor performance of ESV say something? From the graph, it seems to me that one would have made a lot more money by investing in the winners (deep drillers NE, RIG). So are you assuming that ESV will catch up from where it is now to the same relative performance of the deep drillers? One reason I picked NE to invest in was because of its strength and market performance.

FWIW I bought some CDG calls today instead of ESV stock. Different ball game I know, but with the smaller float CDG probably has a better chance of blowing out the upside if this rally continues for the time period we think it will.
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