$55.80 1.18 (+2.16%)
2/10/2012 4:00 PM

Ensco plc (NYSE:ESV)

CAPS Rating: 4 out of 5

An international offshore contract drilling services to the oil and gas industry with a current operating fleet of 45 drilling rigs, including 43 jackup rigs, one ultra-deepwater semisubmersible rig and one barge rig.

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Member Avatar 2gud2btrue (25.44) Submitted: 11/8/2011 1:58:56 PM : Outperform Start Price: $51.64 ESV Score: +2.38

Looking for an entry point, will buy on 25% drop.......lol

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Member Avatar eksummers620 (73.33) Submitted: 11/8/2011 10:15:30 AM : Outperform Start Price: $51.83 ESV Score: +1.73

for feeding our oil addiction: offshore drilling, and, most notably, deepwater offshore drilling.

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Member Avatar Babachrono (89.55) Submitted: 11/2/2011 9:54:28 PM : Outperform Start Price: $50.18 ESV Score: +3.94

ESV just reported earnings beating the street estimates. They have a solid balance sheet and are just starting to realize synergies from their recent acquisition. Their dividend payout % is a little high, but I think that will correct itself as the merger wraps up. Despite the desire for clean energy, we're not going to stop needing drilling companies anytime soon. They have a huge amount of rigs and are the second largest. Looking for them to hit street price targets near $70 in about 18 months.

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Member Avatar troym72 (37.89) Submitted: 10/12/2011 11:27:51 AM : Outperform Start Price: $44.94 ESV Score: +13.49

Value, value, value.

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Member Avatar 2win (< 20) Submitted: 7/4/2011 11:50:27 AM : Outperform Start Price: $52.11 ESV Score: +6.64

FPA Robert Rodriguez, 2nd top holding. Energy.
http://seekingalpha.com/article/274799-first-pacific-s-rodriguez-holding-energy-drillers-30-cash-as-he-prepares-for-another-crisis

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Member Avatar jimndena (86.60) Submitted: 7/1/2011 1:20:15 PM : Outperform Start Price: $52.25 ESV Score: +6.21

JC Pick

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Member Avatar WilliamCrook2003 (74.54) Submitted: 6/17/2011 7:37:23 AM : Outperform Start Price: $50.90 ESV Score: +4.60

Positive Stock for the next few years

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Member Avatar boghead (93.49) Submitted: 5/11/2011 4:12:20 PM : Outperform Start Price: $53.25 ESV Score: +4.57

Taking advantage of the pullback.

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Member Avatar aditya93d (< 20) Submitted: 3/30/2011 7:31:44 AM : Outperform Start Price: $57.68 ESV Score: -4.63

in the area of black gold

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Member Avatar OrionNebula (87.30) Submitted: 2/17/2011 12:08:09 PM : Outperform Start Price: $52.46 ESV Score: +6.10

Deepsea drillers are A.L.L. a five-year secular buy.

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Member Avatar Ulenspiegel101 (< 20) Submitted: 10/10/2010 10:43:56 AM : Outperform Start Price: $43.81 ESV Score: +12.26

Confident mover with great agility around the gulf disaster

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Member Avatar jsgant13 (96.11) Submitted: 9/13/2010 1:11:27 PM : Outperform Start Price: $43.30 ESV Score: +9.14

greenlight new position 6/30

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Member Avatar kenjotto (60.37) Submitted: 8/30/2010 7:45:59 AM : Outperform Start Price: $39.46 ESV Score: +15.18

Totally oversold in reaction to the Gulf oil spill. ESV is well diversified throughout the globe, with a solid balance sheet and great plan for renewing equipment on a regular basis. The world will need oil for a while.

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Member Avatar PebbledShore (95.01) Submitted: 8/27/2010 10:09:27 AM : Outperform Start Price: $39.11 ESV Score: +15.08

reloading

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Member Avatar metoo105 (97.14) Submitted: 8/12/2010 2:09:43 PM : Outperform Start Price: $41.70 ESV Score: +10.04

Sector pick. A bit late on the call, but the price is still artificially low b/c of the drilling moratorium anyway. Also a great hedge against inflation. If inflation ticks up, oil prices should hold and that will also give rig operators pricing power.

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Member Avatar doomday (< 20) Submitted: 7/30/2010 12:23:10 AM : Outperform Start Price: $38.90 ESV Score: +20.39

value play? this industry will recover

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Member Avatar Tastylunch (29.60) Submitted: 7/18/2010 12:06:31 AM : Outperform Start Price: $39.03 ESV Score: +17.46

http://www.rationalwalk.com/?p=7419

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Member Avatar TMFDeej (99.22) Submitted: 7/15/2010 4:35:25 PM : Outperform Start Price: $33.05 ESV Score: +45.15

I've been playing drillers in the wake of the Gulf mess. ESV is a real-life position that I purchased a month or so ago. I was happy to see recently that famous investor David Einhorn is also on onboard with Ensco.

Deej

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Member Avatar Melonis (< 20) Submitted: 6/15/2010 5:57:53 PM : Outperform Start Price: $37.87 ESV Score: +26.84

Oil & Gas Drilling & Exploration company ENSCO is another unpopular but wonderful performer. Earnings and Sales growth around 68% from the previous year and a Gross Profit Margin of 62% indicate this company will also have no problem bouncing back from the dificult times its industry is facing

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Member Avatar vinvestpro (98.96) Submitted: 6/10/2010 9:22:11 AM : Outperform Start Price: $35.69 ESV Score: +31.77

my bp play

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