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Strategies & Market Trends : Value Investing

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To: NikhilJog who wrote (49044)	8/9/2012 10:36:48 PM
From: Paul Senior	Read Replies (2) of 78525

NBR: I've looked. Stock is too expensive for me for what I would get in buying -- which is lousy roe past three years and the company beginning or in the midst of a turn-around. I don't see why I'd want to bet on a turnaround when competitor stocks right now seem to me much better buys on the metrics they already show. finance.yahoo.com (Not that these Yahoo co's are the best competitor companies or best metrics to compare.) I've held ESV before though, and I currently have PTEN on my watch list. I've read the Barron's positive write-up on NBR. Apparently on EV/Ebita or price/cash flow, the stock is undervalued. I don't use those metrics usually, and I've no comfort factor with them here. So I'm not willing to make a purchase based on analysts' conclusions that the stock is a buy based on those metrics. So this is likely to be one stock that if it continues to move up, it will be without me.

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