SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: E_K_S who wrote (53603)3/17/2014 9:07:33 AM
From: Ditchdigger  Read Replies (1) of 78702
 
Morning EKS,

re:SDRL, I'm still keeping it on my watch list, although the divy is enticing. While I realize times are different, going through the last os driller/supplier crash is still fresh in my memory. What seems cheap today may get cheaper tomorrow(strong support @ 28). I think any sector news of lower day rates will outweigh existing backlog number realities. Not to mention the ex-divy date has come and gone for this Q

I still have exposure to the sector through SFL (and GE), happy with that for now until things shake out a bit.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News