be wary of shorting small oilers, page-5

Slightly off topic but it seems to me the investment community / analysts all agree DLS is undervalued my a medium to very large degree . Contrarian investing is about buying assets / companies that are in fact great but are sold down due to market sentiment and negativity of the sector or stock specifically. The Goldman Sachs kind of reporting is in fact a blessing for those buying because it helps to cause negativity / pessimism which in turn allows people / instos to sell you there shares at well below value. At present the theme is oil will stay low in the medium term - contrarian is to believe that this view may be wrong.
As mentioned in DLS case if it does stay low it means it will trade at the current range, if it increases even 5-10 above estimates medium term DLS is worth more. 15-20 - a lot more