Vanguard Windsor II fund manager Jim Barrow is "nervous" about oil and energy stocks, but is...

|By:, SA News Editor

Vanguard Windsor II fund manager Jim Barrow is "nervous" about oil and energy stocks, but is bullish on Seadrill (SDRL +1%) as "the dominant factor" in high-tech drill ships. SDRL has the world's newest fleet, Barrow exults: "Their boats rent for more than other people’s do. It is a great company run by Norwegians who know exactly what they are doing."