Mammas don't let your babies grow up to be oil service workers..

Cause they ain't gonna be gettin' a lot of sleep, at least not for the next few years.

MSN Money: Oil drillers drowning in cash.

You can see Jubak's picks here.

Jubak is clearly on top of the story, so I'm not going to argue with him in terms of picks. I am playing the sector more broadly with a sector fund because I am not sure which service companies are going to get hit with higher material and labor costs and which will more fully reap the rewards of this cycle.