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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (18105)	12/3/2003 1:08:57 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78634

Buying WNMLA this am. Per Yahoo, a profitable company selling below cash with no debt. finance.yahoo.com A dink company whose business I don't understand. And with its stock moving to highs - a stock that mostly hadn't done anything (has traded flat) for the prior three years - I could see it now as a possible value-trap. So imo, worth only a small bite, if that. finance.yahoo.com

To: Paul Senior who wrote (18105)	12/3/2003 10:40:24 PM
From: Spekulatius	Respond to of 78634

re Oilservice -I am not sure what the best bet is - the deepwater plays DO and RIG have come down the most but probably rightly so, GSF has been doing a little better but I don't like their lower depreciation rates . And then therer are the companies like KEG and NOI supply the oilservice co. themselves. It's probably best to buy a basket, with OIH (the exchange traded fund) this can be done all at once with the possible disadvantage to include some not so cheap plays like HAL and SLB.