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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (48676)7/10/2012 3:46:54 PM
From: Spekulatius  Read Replies (1) of 78667
 
re NBR - i think HP has the better risk and takes market share from the players like NBR, that own a lot of "rusty iron". Also, given the choice between a NA driller and an international full service shop like HAL (or BHI), i would choose HAL. I think HAL will have better profitability going forward than a "simple" drilling business, in particular since NBR has headwinds from a superior competitor (HP).
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