Everyone has opinions. They give you their two-cents worth. I'll give you more. One penny more. That's a cool 50% more than others. And that's wicked value.
The LIVEROCKET investment philosophy is that at any given time, there are amazing companies out there that are building better mousetraps and generating incredible sales. This is not a buy and hold philosophy. No company can maintain exceptional growth and momentum for long.
Tuesday, October 24, 2006
ESV Beats expectations
ESV really looks tasty * Earnings almost tripled, beating by 8% * Revenue up 180% * Day rates increased 57% YoY and utilization surged from 85% to 97%
Andrew, While I still remain bullish with oil drilling and exploration services, there seem to be articles floating around predicting a slowdown for this sector in 07 like this one: http://biz.yahoo.com/ap/061016/oil_services_analyst_note.html?.v=1
Andrew, While I still remain bullish with oil drilling and exploration services, there seem to be articles floating around predicting a slowdown for this sector in 07 like this one: http://biz.yahoo.com/ap/061016/oil_services_analyst_note.html?.v=1
how about bmhc, sales were way below expectations and still they are up today.
ReplyDeleteAndrew,
ReplyDeleteWhile I still remain bullish with oil drilling and exploration services, there seem to be articles floating around predicting a slowdown for this sector in 07 like this one:
http://biz.yahoo.com/ap/061016/oil_services_analyst_note.html?.v=1
Andrew,
ReplyDeleteWhile I still remain bullish with oil drilling and exploration services, there seem to be articles floating around predicting a slowdown for this sector in 07 like this one:
http://biz.yahoo.com/ap/061016/oil_services_analyst_note.html?.v=1
Whats your take on this?
I think nbr is a good buy.
ReplyDelete