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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (19583)	8/23/2004 11:48:16 AM
From: E_K_S	Read Replies (1) of 78523

Hi Paul - What's your opinion on SFL or their parent company FRO. Both companies are in the shipping business. SFL was spun off from FRO last year and generates it's main revenues from a fixed (long term) service contract from it's parent. It appears that both companies generate significant free flow cash flows from their operation, have an investment strategy to upgrade their fleets and have a history of paying excess earnings to share holders in the form of (1) a good quarterly dividend and (2) special (stock & cash) dividends from time to time. I suppose I see it as both a "value" play and growth opportunity as their fleet of ships transport both oil and commodity goods around the world (including to/from China and India huge growth markets for the future). Any opinion? EKS

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