Jim Mueller is a big fan of SeaDrill. In this video, he explains that SeaDrill has a huge opportunity to exploit the growing demand for oil. Even though it's only the fifth largest deepwater drilling firm by rig count, SeaDrill receives as much as $500,000 per day from big oil companies leasing its rigs. As long as the price of oil stays high, the demand for deepwater oil will persist, and that should drive SeaDrill revenues and investor returns.