http://community.investopedia.com/news/IA/2008/Riding-The-Cycle-With-Weatherford-WFT-NOV-BHI-OIH1023.aspx
I spent a lot of the first half of this year worried that I was missing the boat on energy services and second-guessing my feeling that energy was going to retreat with the recession. Glad I stuck with my thesis.
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