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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (3540)3/20/1998 10:31:00 AM
From: Wallace Rivers  Read Replies (2) of 78525
 
For comment/perusal by this thread - Hvide Marine (HMAR). Have been looking at a lot of oilfield service stocks in light of their getting bludgeoned. This one I liked best. Raymond James recently lowered the company's growth rate going forward to "only" 35%. Trades at a PE of 9 to 10, priced just north of 18 bucks, book value north of 16 bucks. There is an SI thread.
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