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Strategies & Market Trends : Value Investing

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To: Sergio H who wrote (50304)	12/11/2012 9:53:38 AM
From: NikhilJog	Read Replies (1) of 78525

MDU/NBR/ and APPL - There have been talks to MDU breakup. People who have been looking at MDU might wanna dig into it more... NBR got an HSR for Peak oil services to be sold to HKW Capital Partners IV, L.P. - so Sergio, i believe the divesiture process has started. If they execute, then the divestitures in addition to a uptrend in nat. gas prices should give you a decent return on NBR over the medium term (1yr+). APPL - there are many reasons why APPL is down, one of the biggest is the fiscal cliff - people are taking lots of cap. gains off the table. Shorting APPL is an interesting idea, however, i will do a lot of HW before shorting it or buy puts and not go in naked. And in some other news - DELL is moving towards $11. ANYONE looked at GNTX?

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