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Strategies & Market Trends : Calls and Puts for Income
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To: Robohogs who wrote (5205)6/24/2012 2:27:59 PM
From: Dale Baker  Read Replies (1) of 5891
 
CJES is a simple play on whether they can deploy the added capacity they have this year; if they can, it's very cheap based on likely 2012 earnings. You would have to bet that utilization in the hot shale oil areas (Bakken, Eagle Ford) is going to drop a lot.
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