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Politics : Ask Michael Burke
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To: put2rich who wrote (42891)1/11/1999 11:38:00 AM
From: epicure  Read Replies (1) of 132070
 
Here are some more service companies for you:
ATW BDI BJS BHI CKH CXIPY DO ESV FGI GLBL GMRK GW HLX HMAR HP JRM KEG MRL MIND NBR NE PDE PDS PGO PKD PTEN RDC RIG RON SDC SESI SII SUN TBI TMAR TDW TCMS CDIS

I like FGI, GLBL, RDC, PTEN, TMAR, CDIS (divers- and making good money), GLM and HAL.

Interest in this sector is perking up- though we can probably expect a pullback soon- unless we have a crisis of some kind. I love looking at the drillers fundamentals- lovely to see companies selling at 1/3 or 1/2 book.
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