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

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."
Comments (5)
  • long_on_oil
    , contributor
    Comments (1071) | Send Message
     
    Owners of SDRL have known this for over a year.
    Looks like SDRL is starting to get the respect it deserves.
    2 Jul 2012, 02:57 PM Reply Like
  • JoeBirle
    , contributor
    Comments (12) | Send Message
     
    Have loved SDRL for some time. Best quality rigs pays off big time.
    2 Jul 2012, 03:30 PM Reply Like
  • JoeBirle
    , contributor
    Comments (12) | Send Message
     
    PS: Love Alpha!
    2 Jul 2012, 03:30 PM Reply Like
  • Poor Texan
    , contributor
    Comments (3529) | Send Message
     
    Thank you Joseph Schaefer.
    2 Jul 2012, 06:07 PM Reply Like
  • Tom in Texas
    , contributor
    Comments (352) | Send Message
     
    "boats"?
    3 Jul 2012, 12:56 PM Reply Like
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