Hopefully not too late....I'd suggest a look at Seadrill (SDRL). Deep sea driller with a very new and expanding fleet. As is typical with a Fredericksen company, it is growing more complicated with upcoming spinoffs and cross-owning relationships. Also, the payout is very high....and sustainable only with the expectation of growing profits.I own it and have done well with it..... but I have to admit it creeps me out a bit. Therefore, it has a fairly small portfolio allocation of around 1% or so.Worth looking at, but it needs a look beyond the surface to look attractive..... or extra scary. ;)Rob
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