NLFEnergy

Profiting from the Pickens Plan: FAN, Clean Fuels, Fuel Systems

bullishbankers.com has good articles on the energy problem in America.

Trading Places: Energy and Financials

This won't occur for long, the underlying fundamentals do not line up for the financial sector.

Is the Eurozone Heading Off a Cliff?

Economic growth won't occur in Europe due to the continued implementation of socialist policies.

Ensco International and Oilsands Quest: Two Diverse Energy Bets

You have to be careful when comparing ESV to RIG, DO, or NE for that matter, they don't have as much deepwater exposure as those last three do. Jackup rates have been depressed recently (especially in the Mexican and South East Asian markets) due to spec building coming online from smaller competitors. I like ESV a lot, but I would definitely own the other three companies first with NE being the best option for sure.

Even Democrats Should Support Offshore Drilling

Jim, I'm shocked you endorse Obama. The only logical reason I can think of for an energy man like yourself to endorse Obama would be because he may let a few of the majors have a few more leases. (This is evident as his Exxon-is-evil ads were pulled off T.V. the day after Exxon gave him a huge sum of money as a campaign contribution. I find it funny that Obama repeatedly boasts of not taking money from major corporations or the oil companies but no one seemed to notice when the Exxon ads were pulled from T.V. immediately as oppose to being run 46 times a day on CNBC and other major news networks.) You cannot actually believe he will let anyone drill in ANWR, can you? You should know that his idea to tax the majors more heavily will only increase the prices of energy for all of us consumers. (Corporate income taxes do not exist, they are just passed on to consumers almost in full.) On top of all that he is completely against nuke energy which will be an impossible hurdle to overcome if we were to move more towards a national electrical grid, something I know you are a huge fan of. Obama would be the worst thing that could happen to energy consumers in this country short of the strategic petroleum reserve catching on fire.

These Three Deep Sea Drillers Look Like a Bargain

Ensco doesn't have the same deepwater exposure as these three, they own the deepwater market. Ensco is more focused on jackups rigs and geographically is based in different areas than these three, namely southeast Asia. Noble is the real star here as they have the inside track with the Brazilians and over 73% of 2009 days booked for drilling.

The Great Oil Deception

You forgot to mention consumption growth from the Middle East, India, Mexico, and far East Asian countries. Please report all the facts before you make assumptions that demand is falling.