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Strategies & Market Trends : Value Investing

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To: Sergio H who wrote (49320)	9/7/2012 11:18:35 AM
From: NikhilJog	Read Replies (1) of 78746

there first line says "Based upon the number of near-term challenges,"...and thats good. As i said in the writeup, i expect them to under perform in 3Q due to seasonal factors. NBR won rig contracts with YPF yesterday. So i am totally comfy with what Zach says. I want the price to come down so i can buy. People don;t like DELL, but i bought long term contracts on it too. So i think its important to look at the context., timeline and whats really happening with the story and then decide.

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