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

To: E_K_S who wrote (33958)	3/26/2009 3:03:38 PM
From: Paul Senior	Respond to of 78740

I might watch them. As of now, for me, they are not cheap enough and compelling enough for a buy. I say "for me" because as I've reported, I already have bets on the sector with other stocks. For somebody looking to make an entry, they might be quite okay.

To: E_K_S who wrote (33958)	12/18/2009 12:19:46 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78740

Drilling support companies: I note that Dril-Quip (DRQ) has done very well since mentioned here by you, EKS. I did not buy. Seeing that CKH has been dropping, I've been reviewing it. Although the one Yahoo analyst who follows it says earnings will be down from this year, at current stock price the company looks attractive to me for a small add. Same reasons for a buy as I wrote previously: diverse operations and geographical exposure, relatively low p/bk, 6-7 years of increasing book value, decent roe so far. I had bought just a few shares; am upping them just a bit this morning. finance.yahoo.com Just fwiw.