Niksurfs

These Three Deep Sea Drillers Look Like a Bargain

I could not agree with you more on your assessment of these stocks. I currently have long positions in NE, RIG nothing in DO. I entered into these positions based on future growth and valuation. I consider them both best of breed and I think they have significant assets anbd relationships that will continue to propel much higher over the next 12-18 months.
I also have a large psoition in NOV which I have cultivated over time, I would submit they would be a good addition to any services portfolio, they are a key player in all the rig players supply chain.