Paul-
Thanks for posting the KMG-ORX report.
Part of the reason for separating the threads is because Strictly Drilling had so doggone much activity that I couldn't keep track of it all. Another reason is that, though closely related, they are different, except for a few companies that do both. And it seems that services are a lot more volatile, and e&p companies are a bit more likely to pay a dividend, so the sectors may attract different types of investors.
More importantly to me, I was hoping we'd get some real gurus on this thread who could talk about why stocks like SNY sell for p/cf ratio of 4, SFY sells for p/cf ratio of 2.3, and why one company's ratio might be misleading, why company X has poor management, what it usually or should cost to find reserves, to lift the product, why a company should drill vs. buy reserves, etc.
Thanks for stopping by. And I think that we just saw the bottom in both sectors, thanks to me selling some covered calls recently.
There's also a thread specifically for SFY, which is where a number of the posters on this thread come from.
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