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

To: Mark Marcellus who wrote (26888)	5/22/2007 11:06:35 AM
From: Paul Senior	Respond to of 78750

RIG,DO. Mark Marcellus, yes, after quick look, seems like you might be right in that if DO isn't the better bet (and it may be), at least someone might consider hedging or diversifying a little by buying both. To simplify this sector for me, I'm looking at forward p/e's (always, always a risky way to invest... more like speculating), and I somehow ignored or missed seeing that DO has a lower (better) forward p/e. I do own some DO. As you say, RIG and DO do seem to track each other. I'll consider upping my DO position if/as I add to RIG, or in lieu of adding to RIG. finance.yahoo.com