Three Deap Sea Drillers - 3 Great Charts

I've been long these names for most of the fund history but not of late... my thesis was once the Transocean (RIG)/GlobalSantaFe (GSF) merger concluded maybe whatever weight was holding this group would be lifted. It seems this is true, but I've missed the ride by being very underweight the energy space (ex solar, coal) of late.

Below you can see 3 almost identical charts. I will be very interested in this group (once again), if we can get a nice pullback. For earlier thoughts on the group see

1. (Sept 4th) I'm Buying One Group Today: Deep Sea Oil Drillers
2. (Sept 13th) I Found Goldman's Other Deep Sea Driller Pick: Atwood Oceanics
   
3. (Oct 11th) Could It Be Finally Time for the Deep Sea Oil Drillers?

So obviously I was early, as these stocks have been dead money for months, but it looks like they are finally breaking out of their trance.

In lieu of these I did add some National Oilwell Varco (NOV) today which is an oil service stock, whose chart has finally perked up.... Core Laboratories (CLB) is not far behind... I'll look to add drillers on any meaningful pullback to support now that they seem ready to finally reach their potential.

Long National Oilwell Varco, Core Laboratories in fund; no personal position