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Strategies & Market Trends : Value Investing

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To: robert b furman who wrote (54784)1/13/2015 4:22:05 PM
From: Jurgis Bekepuris  Read Replies (1) of 78627
 
The ones with cash have declined the least - mostly (GTE an exception?).

What are your ideas for cash-rich acquirers?

I am not sure I want to buy oil services companies. I think they will hurt as much if not more than the E&Ps. See 75%+ capex cuts for some E&Ps...

I hold NOV, but I am not adding to any oil service companies at these prices at least.

If you have ideas, I'd like to hear though. :)
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