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 -- Ignore unavailable to you. Want to Upgrade?


To: Michael Burry who wrote (7842)7/25/1999 12:50:00 AM
From: TwoBear  Read Replies (1) | Respond to of 78478
 
Mike, in relation to HGR, a while back I brought up NOV, which just sold HGR the PROH division. Now trading @ 1 1/4, NOV is way undervalued. With a 70% stake in NCES, which they are shopping around, their market cap is reaching their worth in NCES alone. The next quarter will look ugly due to sweeping everything out while thing are bad. But from then on, things should continue to improve. HealthSouth has stated that they are actively pursuing acquisitions to boast Outpatient Therapy markets and NOV fits all their criteria.
Read the NOV board on Yahoo! Besides this board it has the most in depth study of a stock that I have ever seen.

Scott