drillers

[mkarpoff]

You were early and correct re the sand companies. Now that you believe drilling will pick up, do you think it is time to invest in any and, if so, which ones? Thx.

[dan_s]

The onshore drilling business is dominated by five companies, HP, NBR, PTEN, PDS and UNT.

Unit Corp. (UNT) gets most of it revenues from the upstream division and I like their exposure to natural gas prices.

HP has the best rigs and top shelf engineering.

PDS is #1 in Canada.