I like DLS, OEL and KAR, with no preference.
KAR has a very good timing, selling Browse just before POI fall, and preparing its Brazil fields for prod when POI will have have regained some muscle (2017)
OEL is a very special situation, completely immune to the recent downturn, full of cash, with two wild cards (EARS + Pines)
A-N
DLS Price at posting:
77.0¢ Sentiment: Buy Disclosure: Held
