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Stocks T / Transocean Offshore Inc.


Subject:  Re: The approaching tipping point? Date:  1/31/2013  5:19 PM
Author:  wittgenstein Number:  1151 of 1167


You always knew the good'uns. I agree about NE, It's my only holding in the space other than my new little RIG position, which is a spec...since they got hammered so bad and they are in Zug now, where the tax bite is under control.
SDRL is one that we

are close to since the management of the group are among our investors.
But it isn't cheap for the moment.

Anyway NE is a winner.

best wishes,

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