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Strategies & Market Trends : Buffettology

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To: Fredman who wrote (592)	11/23/1998 6:11:00 PM
From: Shane M	Read Replies (1) of 4691

Fred, I fired up the stock database to take a look at SLB, expecting to figure out why it's not a stock I should be interested in. It simply hadn't been showing up on any of my screens, but "low and behold" the financial characteristics are in the ballpark of what I like to see, except free cashflow was slightly negative. Was especially suprised to see the fat consistent margins despite the business they're in. It doesn't look as cyclical as I would've expected. Perhaps this is an example of one of Peter Lynch's growing companies in a mature industry. The question I guess becomes how much should be paid for this co? and does it have a sustainable competitve advantage/barrier to competition? I can't answer these without looking further. Shane

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