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  • Oil Majors vs. Drillers: The Battle for Profits [View article]
    Your analysis is spot on the money. I recently came to a similar conclusion when reviewing top-line growth potential at SLB: "The reluctance of state-owned energy companies to sign purchase sales agreements with the oil majors bodes well for future profitability of SLB"

    industry.bnet.com/ener.../
    Jul 24 22:03 pm |Rating: 0 0 |Link to Comment
  • Some Energy Stocks Burn Brighter Than Others [View article]
    Marc:
    Although I agree with the tone of your article, do not know if I agree that any big oil plays w. international exposure are LT buys. Believe BP struggle with 50-50 TNK-BP venture in Russia highlights dangers of nationalization policies throughout the world, which exposes Exxon & its int'l sisters to reserve replacement risks, too.

    industry.bnet.com/ener.../

    My Best,

    David J Phillips - Editor, 10qdetective.blogspot....
    Contributing Energy Analyst
    CNET/BNET
    Jul 02 23:33 pm |Rating: 0 0 |Link to Comment
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