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

To: E_K_S who wrote (47071)	3/16/2012 10:24:51 AM
From: thatsnotluck	Read Replies (2) \| Respond to of 78764

<<My main concern for SFL is that their biggest customer (FRO) accounts for 35% of their revenues.>> i must confess i do not pay as much attention to their numbers as i should, but i thought SDRL was their biggest customer. of course the whole thing is incestuous, and the way JF moves things from one shell to another i must say i have no clue whether he is the smartest guy in the biz (my belief) or running a ponzi (i hope not). i will also confess to trying to sell a bit today. unfortunately i sold my tiny FRO position yesterday.