Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?

To: Czechsinthemail who wrote (14686)	3/13/1998 8:47:00 AM
From: 007	Read Replies (1) \| Respond to of 95453

MDCO/ESV Baird, Despite uncertainties in analyst estimates going forward, there must be some reason why they project an earnings growth rate for mdco to be double that of esv for FY99. I wonder what aspect of their businesses looks so different for next year. The only substantial difference I see in the companies is that esv has a boat fleet, and this must account for some of the lower growth estimates because the boat companies have slower growth rates going forward. (FY99 growth for TMAR 26% & HMAR 10%). 007

To: Czechsinthemail who wrote (14686)	3/13/1998 12:20:00 PM
From: Tulvio Durand	Respond to of 95453

finding ways of fine-tuning and finessing the differences between drilling companies is one of the sports available to us while their stock prices are down. Baird, I too have been engaging in that "sport" by checking analysts' recommendations of OSX sector stocks most often bandied about here. Most analysts are sticking with "strong buy" and "buy" recommendations. Assigning a value of 10 for "strong buy", 5 for "buy", 0 for "hold", -10 for "sell", and -15 for "strong sell", average scores for the companies are shown below in rank order. Note I also included the the Zacks Indicator recommendation, which I'm not sure what it means, but can be quite different from analysts' recommendations. Interestingly, Big Dog's favorite, FGII, alone has perfect score and Zacks "strong buy", and bellweather, SLB, is at the bottom. Co. ---- Analysts' Recommendation ---- Zacks Indicator FGII ------------- 10.0 ------------------ STRONG BUY MIND ----------- 10.0 ------------------ SELL FLC -------------- 8.7 ------------------- SELL CDG ------------- 7.5 ------------------- HOLD EVI --------------- 6.8 ------------------- STRONG BUY ESV -------------- 6.8 ------------------- HOLD GLM ------------- 6.7 ------------------- HOLD MDCO ---------- 6.7 ------------------- HOLD RIG -------------- 6.7 ------------------- HOLD SLB --------------- 5.7 ------------------- HOLD Raw data obtained from: ultra.zacks.com Regards, Tulvio

To: Czechsinthemail who wrote (14686)	3/13/1998 12:36:00 PM
From: Tulvio Durand	Respond to of 95453

finding ways of fine-tuning and finessing the differences between drilling companies is one of the sports available to us while their stock prices are down. Baird, I too have been engaging in that "sport" by checking analysts' recommendations of OSX sector stocks most often bandied about here. Most analysts are sticking with "strong buy" and "buy" recommendations. Assigning a value of 10 for "strong buy", 5 for "buy", 0 for "hold", -10 for "sell", and -15 for "strong sell", average scores for the companies are shown below in rank order. Also listed is the Zacks indicator recommendation indicator, which I'm not sure what it means, but can be quite different from analysts' recommendations. Interestingly, Big Dog's favorite, FGII, alone has perfect score and Zacks' "strong buy" endorsement, while bellwether, SLB, ranks at the bottom of list. Tulvio Co. ---- Analysts' Recommendation ---- Zacks Indicator FGII ------------- 10.0 ----------------- STRONG BUY MIND ----------- 10.0 ------------------ SELL FLC -------------- 8.7 ------------------- SELL CDG ------------- 7.5 ------------------- HOLD EVI -------------- 6.8 ------------------- STRONG BUY ESV ------------- 6.8 ------------------- HOLD GLM ------------- 6.7 ------------------- HOLD MDCO ---------- 6.7 ------------------- HOLD RIG -------------- 6.7 ------------------- HOLD SLB ------------- 5.7 ------------------- HOLD