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Gold/Mining/Energy : Strictly: Drilling and oil-field services

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To: SliderOnTheBlack who wrote (25532)7/14/1998 11:34:00 PM
From: Robert S.  Read Replies (2) of 95453
 
Greetings board.
Have learned much from this thread and appreciate the information. I like the deepwater players and picked up some VRC today. Slider, you seem to have a favorable opinion about RIG yet, it appears to me, you consider DO to be a better deepwater stock going forward. As RIG has a nice PEG, state of the art rigs, good contracts, institutional favorite, etc., why do you feel Diamond is a better stock choice at this point? I believe most, if not all, of the bad news is already reflected in the oil stocks and am starting to bottom fish. I like both DO and RIG but the latter seems a more solid investment going forward. Am I missing something?

Fastball Down The Middle
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