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: john david martin who wrote (26469)	7/25/1998 3:31:00 PM
From: marc chatman	Respond to of 95453

<<Ready to pounce on MDCO @10, PKD@4.5, and PTEN @7. They should triple within year.>> Or perhaps within 3 or 4 years -- but for a triple, is that so bad? Of course, I have no idea whether these will triple. You may want to do yourself a favor, though, and average in over time as well as maintain decent diversification among sectors. But you probably know that. Good luck.

To: john david martin who wrote (26469)	7/26/1998 8:19:00 PM
From: Robert S.	Read Replies (1) \| Respond to of 95453

Does anyone have any opinions regarding the future prospects of PGO versus SLB? The Business Week article led me to look a little more closely at the relative growth potential of these two companies. Some ratio comparisons: PGO SLB Industry Price to sales 3.17 2.68 2.49 % owned by institutions 20.94 70.95 62.61 Sales (TTM) 30.93 16.02 31.47 Sales 5 yr. growth rate 51.73 10.75 18.54 EPS (TTM) 27.31 34.19 49.61 EPS 5 yr. 18.66 13.76 34.69 Net profit margin (TTM) 12.26 12.59 15.27 Net profit margin 5 yr. 11.63 9.27 8.26 If the institutions currently holding SLB (71%) decide to further liquidate, SLB could still see a significant decline in value. Conversely, if the % of PGO shares held by institutions (21%) increases, it's stock shares could possess both greater upside, and lesser downside, potential if PGO's services continue to grow. The Ramform seismic boats produce twice as much seismic data within a given time frame and it seems it's growth prospects in deepwater seismic surveys are excellent. Any comments appreciated on the relative merits and weaknesses pertaining to any of the above.