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Strategies & Market Trends : Value Investing
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To: TwoBear who wrote (7351)5/28/1999 10:05:00 AM
From: jeffbas  Read Replies (1) of 78627
 
TwoBear, I don't follow the industry closely enough to have a reliable opinion on NOV. I do note that it has been in this price range for quite a while and there has been zero insider buying, an important indicator for me. Selling their worst performing business may suggest that the strongest long term care company is the place to look.

Bob, you suggest that the bottom may already have been seen in the survivors. You might be right. Take a look at the chart on BEV. In that case some BK may not drive the good ones down much.
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