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: RGinPG who wrote (30564)	10/9/1998 11:35:00 PM
From: A. Fineigler	Read Replies (3) \| Respond to of 95453

GLM vs ESV ? Any opinions out there re the risk/reward of GLM vs ESV ? I own both and am going to sell one to buy the other (to generate a tax loss and focus my shallow water exposure into just one co.). If crude demand stays down, which will suffer more ? If the shallow drilling market picks up again, which will benefit more ? I'm leaning towards keeping putting all shallow eggs into the GLM basket, due to low debt ratio amongst other things. But ESV has had a far greater percentage drop so maybe it would bounce higher in a recovery (?). Simplistic, I admit. Thanks in advance for any responses. AF