Rudy, my big plays are in the oil service sector. I have been accumulating since February. (Hope it turns out better than the dd's.)
I currently hold RIG, RON, ESV, DO, VRC, RDC, CDG, NE, and UFAB. I owned FGII for 2 nice runs and will buy back on dips. Sold out MDCO because I didn't like the earnings report.
I thought we'd get more of a dip in the land drillers because of the PTEN report and UTI's mediocre earnings. But the strength today is carrying them up and away. I like PDS along with those two, if you like land. And, of course, KEG. But I'm thinking that the valuation on these is already at or above the level of a few of the offshore drillers, and the growth prospects are similar.
Lots of great charts here, but most are well off their bottoms already.
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