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Gold/Mining/Energy : Strictly: Drilling and oil-field services
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To: Broken_Clock who wrote (20672)4/28/1998 4:19:00 PM
From: Czechsinthemail  Read Replies (1) of 95453
 
Regarding MDCO and ESV

For all the similarities between the two companies, I think MDCO has been relatively overpriced compared to ESV for some time. There are some reasons for it such as buyout rumors and MDCO's move into deepwater drilling, both of which give MDCO more sex appeal. But MDCO's disappointing earnings announcement further supports the case that MDCO is less attractive on a risk/reward basis -- unless the buyout pans out.

Though I think both are undervalued, I think ESV is much more undervalued.

Baird
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