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


To: Mark Marcellus who wrote (37712)5/2/2010 11:54:32 AM
From: Jurgis Bekepuris  Respond to of 78464
 
Well, yours is rational approach, especially if you have tracked RIG's operational history vs DO. I agree that a company with continued operational issues should have lower valuation and perhaps not warrant investment at all. I did not see any such analysis in Spekulatius reply.