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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (33958)12/18/2009 12:19:46 PM
From: Paul Senior  Read Replies (1) of 78751
 
Drilling support companies: I note that Dril-Quip (DRQ) has done very well since mentioned here by you, EKS. I did not buy.

Seeing that CKH has been dropping, I've been reviewing it. Although the one Yahoo analyst who follows it says earnings will be down from this year, at current stock price the company looks attractive to me for a small add. Same reasons for a buy as I wrote previously: diverse operations and geographical exposure, relatively low p/bk, 6-7 years of increasing book value, decent roe so far. I had bought just a few shares; am upping them just a bit this morning.

finance.yahoo.com

Just fwiw.
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