The following video is from today's MarketFoolery podcast, featuring host Chris Hill with analysts Charly Travers and Mike Olsen. In this segment, Mike Olsen analyzes why Transocean and ENSCO present good opportunities that some investors are overlooking.

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This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.