19-12-2023, 09:59 AM
A lot of it is based on the cycle which for the past decade hasn't been good for O&G especially offshore. So it is also a matter of making a judgment call on the future. Not endorsing ICON but just like someone who told me, if it's simply a rearview mirror, a simple Bloomberg screen and with some excel formulas, we can filter out the stocks to buy.
"Criticism is the fertilizer of learning." - Sir John Templeton