jonreagan

Atwood Oceanics' Short but Sweet Beat

Mark--I sold off RIG shortly after their earnings report, and am obviously glad I did. I think what seems to be confusing a lot of us is that with the recent run-up in crude (last two weeks), drillers and oil service companies (SLB, HAL) stopped moving in tandem with the price, and seem to have stalled. Makes it kind of worrisome what will happen to these stocks if--as the pundits keep predicting--crude finally starts to move downward. Frankly, I'm not a believer in the much discussed "bubble" in commodities....I'll believe it when it actually happens.

12 Stocks to Buy on a Pullback

Great list; only place I'd disagree with you is on coal. The one other time I disagreed with your picks--and bought against my instincts--was on TSO, and I've still got a little indigestion on that one.

Would like to get your take at some point on the level of shorting/gaming/riggin... going on in this market. We all know it's a fact of life, but it seems to be at a fever pitch over the last couple of weeks.

As always, this was a really good article.