tag:blogger.com,1999:blog-2335748440449035592.post8672305019701546647..comments2008-02-13T16:56:12.191-05:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-2335748440449035592.post-54560704349394537802008-02-13T16:56:00.000-05:002008-02-13T16:56:00.000-05:00Thanks, Mark. I'm in SLB, which is the best OES name, IMO, but am researching a few others for a little more exposure. Thanks again for your feedback.<BR/><BR/>-BDBluedoghttp://www.blogger.com/profile/13620622716492473197noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-658162573852372872008-02-13T15:59:00.000-05:002008-02-13T15:59:00.000-05:00I liked CGV over DWSN simply due to CGV focus overseas. Anything tied to the US market is hurting the energy companies and DWSN is 100% US.<BR/><BR/>But I'm not in either right now and need to see better action in oil service before opening more exposure. As we work through "recession" fears I could see people constantly thinking oil is going back to $60 and in a perception is reality trade will constantly hurt those firms levered to US. (I think) Could be wrong.<BR/><BR/>Either way I'd like to see better action for anything more than a quick trade.<BR/><BR/>Not familiar with OYOGTraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-2344668157259332582008-02-13T15:17:00.000-05:002008-02-13T15:17:00.000-05:00Mark,<BR/><BR/>What do you think of DWSN and OYOG at this level? I know you're familiar with DWSN (read an article of yours at Seeking Alpha). Both look very interesting to me.<BR/><BR/>Thanks,<BR/>BDBluedoghttp://www.blogger.com/profile/13620622716492473197noreply@blogger.com