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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (19843)	10/12/2004 9:02:52 PM
From: Paul Senior	Read Replies (1) of 78728

SFL: No, did not consider the profit sharing aspect when I purchased. I added because of the dividend and because I've been in FRO a few years and I'm somewhat comfortable with the management. I figured there might be a play with SFL as an undervalued situation if perhaps many FRO holders might sell the few SFL shares they received as a spin-off from FRO. I see FRO and SFL as linked - that might be quite wrong - and I wanted to increase my exposure to tankers. I chose to add to SFL. (FRO seems to me to have performed better though - until today that is, when both were hammered.) I see no reason to sell either stock - certainly not because of a Smith Barney call. At this point I'm considering adding a bit to SFL again and may do it yet. ------ Thanks for your analysis of the situation. Very helpful. Much more reasoned than what I can provide.

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