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No. of Recommendations: 2
Wow, excellent as usual!

Quick questions or comments:

1. Isn't comparing Core (CLB) with Schlumberger (SLB) or Halliburton (HAL) really comparing Apples and Oranges? While they may be competitors this would be a small part of SLB or HAL's main business. You'd probably have to go almost out of the industry to find a real benchmark.

2. What IF nat gas "catches fire" in the next five years or so. Would this be a real net positive for them? Are there other competitors in that arena or is it still HAL and SLB?

3. They've had a pullback recently but WOW have they been on a ten year tear.
http://caps.fool.com/Ticker/CLB/Chart.aspx?source=icasittab0...

4. Heck, you might also get me to look at SLB for a large cap option.

EXCELLENT!

bob
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