SDRL

[hendi_alex]

Why not choose from a diverse mix in the energy sector? By choosing from COP. OXY, or CVX you are limiting the investment only to big integrated companies. I prefer to add broader exposure plus would like to include some small and mid cap exposure. My SDRL shares just represent about 1.5% of the overall energy play. The biggest positions are COP, TNK, KMI. My two individual picks in the rig lease area are ESV and SDRL. I consider SDRL to give the greater risk as well as the greater potential gain but the weighting is only 1/3 that of ESV which has a much healthier balance sheet.