Diamond Offshore Drilling, Inc. (NYSE:DO)

CAPS Rating: 4 out of 5

The Company provides contract drilling services to the energy industry around the globe and deals in deepwater drilling.

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Member Avatar PearlandTX (90.55) Submitted: 9/13/2014 8:02:13 PM : Outperform Start Price: $39.70 DO Score: -3.72

Appears to be tward the bottom end of a typical oil & gas industry cycle.

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Member Avatar racoveanul (80.29) Submitted: 7/3/2014 1:47:47 PM : Outperform Start Price: $48.54 DO Score: -21.89

I expect at least a point a week from this stock, for the next five years.

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Member Avatar jtjdp123 (33.40) Submitted: 5/25/2014 8:05:01 PM : Outperform Start Price: $49.60 DO Score: -27.38

Been through a few drilling cycles, but with crude at the highest its been since the last down cycle and with shallow water drilling day rates in the doldrums, I see mid to deepwater drillers, like DO, as a solid value play during the down cycle. As soon as this cyclical sector picks up some momentum, DO will prove to be a solid pick. I know there's quite a lot to choose from but just take a look at how DO performed the last time we had a drilling down cycle. As soon as the climate began to improve and day rates showed the first signs of an increase, DO was a solid performer. Among the Mid-Cap and large cap drillers, DO is my favorite.

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Member Avatar SqwiiTrader (< 20) Submitted: 2/19/2014 5:35:56 PM : Outperform Start Price: $46.14 DO Score: -26.02

Buy when everyone panicing - weekly demark 13 buy

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Member Avatar symphony54 (85.20) Submitted: 2/18/2014 4:47:40 PM : Outperform Start Price: $45.42 DO Score: -24.39

Low valuation compared to S&P 500.

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Member Avatar Haugurafpeningum (35.78) Submitted: 2/9/2014 5:04:44 AM : Outperform Start Price: $44.05 DO Score: -24.22

Oversold Value

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Member Avatar freecapital (73.05) Submitted: 2/3/2014 5:23:48 PM : Outperform Start Price: $45.00 DO Score: -29.10

jim

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Member Avatar Synchronism (< 20) Submitted: 4/13/2012 11:25:18 AM : Outperform Start Price: $55.38 DO Score: -76.39

An extensive analysis and valuation of DO's entire business -- doable in 6 days' worth of work -- reveals very good things about the company. I have discovered a great credit record, its favorable history of operational efficiency (complete with translation to good turnover ratios and significant improvements in its cash conversion cycle), decent profitability (that's consistently better than the top three in the industry), sufficient competitive advantages to compete with the big boys and keep out the small-time riffraff, and a market outlook that'll get you high on its long-term prospects.

Current price of $65 is embedded with an 18% mark-up for its future growth and DO's got the potential to hit $100 in the long run. Even though macro jitters don't normally touch the DO's enterprise, they do have a strong impact on its stock price (there's a reason its beta is close to 1.0), bulls like me should start pulling out the big trades on the latter part of thee year or, at the latest, mid-2013. DO's fleet of 49 rigs only got 16 DW/UDW floaters (34%) and a quarter of that won't roll out 'til Q3 or Q4 next year. Don't expect revenues to start going up until then! You might even see it going down -- jackups are weakening and mid-depth (5000 ft. and below) opportunities aren't as abundant as deep (5000 to 10000) or ultra-deep (10000 up).

The only reason you'd buy right now is to exploit the minimum 5% dividend yield they've been giving since '06. (Or was it '07?)

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Member Avatar THemler (55.27) Submitted: 12/21/2011 4:31:10 PM : Outperform Start Price: $47.43 DO Score: -79.82

New GOM leases sold by US Govt recently - drilling there to resume soon. DO has strong support between 50-60. I'm positioning for next drilling upcycle.

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Member Avatar lemoz (24.32) Submitted: 11/25/2011 11:13:49 PM : Outperform Start Price: $50.77 DO Score: -92.03

The new ultra Deep water Drilling ships will allow this company to become competitive in the new ultra deep water market in Brazil and the US

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Member Avatar BoricuaV (55.24) Submitted: 11/7/2011 8:32:17 PM : Outperform Start Price: $55.40 DO Score: -88.60

Mucho underpriced

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Member Avatar Wyatt2luv (< 20) Submitted: 6/10/2011 10:49:55 AM : Outperform Start Price: $56.61 DO Score: -88.70

Current Wall Street estimates are simply too pessimistic, DO earnings power can reach $12 per share in 2013 with the addition of the 3 newbuild 12,000 ultradeepwater drillships and two other newly built drillers that started working in 2010 bought at distressed prices in 2009. That means DO added 5 of the highest end drillips since 2009. DO earned close to $9.80 per share in 2009 even if it achieved that number which is very likely stock is currently trading at 6.9x P/E which is half the historical multiple on the stock. 2010 was the year of the Macondo disaster which led to DO moving rigs outside of GOM and incurring a lot of costs along the way which depressed margins and earnings.

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Member Avatar ksiren (< 20) Submitted: 4/28/2011 9:45:09 AM : Outperform Start Price: $62.67 DO Score: -86.43

Cheap and growing industry. Haven´t bounced yet back to pre-gulf disaster pricing.

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Member Avatar harleydss (25.57) Submitted: 4/16/2011 2:12:20 PM : Outperform Start Price: $60.04 DO Score: -89.53

Oil, is there any other reason?

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Member Avatar ricky909 (< 20) Submitted: 4/3/2011 10:45:01 AM : Outperform Start Price: $63.93 DO Score: -90.16

Drill baby drill... This one does it good.

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Member Avatar SCmaverick96 (< 20) Submitted: 3/18/2011 10:28:39 PM : Outperform Start Price: $62.89 DO Score: -93.92

I still believe it has room to grow after reading several reports of new rig development and gaining contracts in the gulf. Several have increased the stock price into the $80-$90 range. It will take a few years but I'm looking for this stock to make it back on top again.

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Member Avatar tonitri (< 20) Submitted: 3/7/2011 12:52:57 PM : Outperform Start Price: $62.40 DO Score: -91.50

we need oil, oil is far from surface and DO drills it

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Member Avatar mrindependent (81.90) Submitted: 3/3/2011 9:10:25 AM : Outperform Start Price: $64.28 DO Score: -91.67

I think oil and gas still has room to rise for a few months or more. This pick looks good because it has a stockscouter rating of 9 and CAPS 5.

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Member Avatar Hulo04 (< 20) Submitted: 1/30/2011 3:43:50 PM : Outperform Start Price: $55.87 DO Score: -87.79

Drilling for oil will start very soon.

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Member Avatar TMFRisingStars (< 20) Submitted: 1/20/2011 12:25:48 PM : Outperform Start Price: $59.36 DO Score: -92.27

Here's the buy rec:
http://www.fool.com/investing/general/2011/01/19/rising-star-buy-a-basket-of-energy-stocks.aspx?source=ihpsitota0000001&lidx=4

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