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  • Time to Pull the Trigger on Four Oil Service Stocks [View article]
    The technicals remain ugly, but the fundamental values are exceptional, the sector is very oversold, no other sector offers such high visibility of strong earnings growth at such low valuation multiples, and the political winds are becoming more favorable. Somehow, buying the sector here does not seem to qualify as "catching a falling knife." RIG is my largest holding in the sector, and I also love DRYS as an undervalued play on ultra-deep water drilling.
    Aug 17 17:59 pm |Rating: 0 0
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