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: E_K_S who wrote (33870)3/19/2009 11:51:57 PM
From: Jurgis Bekepuris  Respond to of 78740
 
Why you just don't buy DO, RIG or maybe ATW?

I'd rather own an E&P than a driller, but deep offshore should do fine.



To: E_K_S who wrote (33870)3/20/2009 12:24:13 AM
From: Paul Senior  Read Replies (1) | Respond to of 78740
 
EKS. About:
"Are there any other undervalued companies that fit this theme?"

Okay, try these additions to the ones I've already mentioned to you.

HLX. May or may not be undervalued. I believed it was at higher prices. Not so sure now. Execs are buying now though:

biz.yahoo.com

How about air transport to and from the offshore facilities. I have BRS for that. They have a mandatory convertible out too. I hold shares in that also.