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

To: E_K_S who wrote (29329)	12/19/2007 1:13:16 PM
From: Paul Senior	Respond to of 78748

NOV. I'm holding my shares. Little expensive based on past p/sales and past roe. Times are good though for the company; roe is up, earnings expectations high. So forward p/e ia relatively (to past years) low. On that basis (good times continue), it's a buy.

To: E_K_S who wrote (29329)	12/19/2007 1:31:33 PM
From: Grommit	Respond to of 78748

"Hi Paul - I am getting bullish on deep sea drilling rigs and the cash flows these rigs can generate when out on lease." uh, here is what you posted in april. that was a better time to get invested. Message 23482248 finance.yahoo.com check pages 17+ library.corporate-ir.net finance.yahoo.com finance.yahoo.com there are cycles to everything, but the long term need for deep oil may cause this cycle to be extended for quite awhile.