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Strategies & Market Trends : Value Investing

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To: Steve Felix who wrote (54309)	9/4/2014 1:03:20 AM
From: Jurgis Bekepuris	Read Replies (1) of 78653

PGN - thanks for the pointer. I am looking. I am not particularly excited about the offshore drillers right now. I should compare this to DO and RIG. They are levered, so the question is whether they are going to survive or not. It would be good to run some scores on that, but so far only pro-forma 10Q is available and it's not clear how much that corresponds to the numbers of independent entity. Pro forma 10Q looks somewhat positive. But it's pro forma... I'll spend more time on this later.

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