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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (16479)2/21/2003 11:11:14 PM
From: Joan Osland Graffius  Read Replies (1) | Respond to of 78497
 
Paul,

I have not purchased SLB either. IMO, US stocks are being revalued relative to the recent past and am being cautious.



To: Paul Senior who wrote (16479)2/22/2003 9:26:52 AM
From: Archie Meeties  Respond to of 78497
 
SLB is one oil service stock I hesitate about, because it has diversified away from OS and into technology.
Message 18537528

It will participate in an increase in OS activity, but not to the extent that for expample, DO will - and is!.

The financial picture of the OS companies is a bit easier to grasp vs the e&p, but I think both will do well over the next year. Some OS names I like include DRQ, GRP, PDE.


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