Behind-the-Scenes Conversation: What Am I Missing With These Beaten-Down Offshore Drilling Stocks?

Behind-the-Scenes Conversation: What Am I Missing With These Beaten-Down Offshore Drilling Stocks?



Ensco and Transocean continue to trade at a substantial discount to book value. But with oil producers finally starting to spend offshore, I like their prospects. What am I missing? Two fellow Fools weigh in.