Marine drilling has got leverage into activity in the Gulf of Mexico and we think it's got the most leverage (to benefit from) an increase in the activity in the Gulf,
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It was an extremely successful IPO, ... And I think the company is going to be a great company to follow for the next few years.Brian Clifford
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I think it's a great time to find buying opportunities in names that you can revisit, ... It's a lot easier to buy stocks as they're coming towards you rather than running away from you. It's a good time to sharpen your pencil and go after some of these names that have kind of run away on valuation.
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I mean, we're in kind of a void period here as far as economic information and, clearly, you can make an argument on either side. So we'll have to wait and see.
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These guys (are in the business of creating) enterprise software, the focus is on systems management. They've got a couple of catalysts in front of them, one of which is that on Oct. 19, they're going to launch their e-business strategy. BMC has had a nice move and might be a good place to play in the fourth quarter as people are looking to go back into some of these software names that they've been avoiding all year.
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