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: Spekulatius who wrote (47148)3/27/2012 10:56:03 PM
From: Spekulatius  Read Replies (2) | Respond to of 78748
 
re BHI - Credit Suisse (available via Etrade) has a pretty good report on BHI dated 3/23 out. In this report, they revised the earnings for 2012 down to 3.5$/share. This could easily get is to the mid thirties in terms of share price.
I think HAL estimates are too high too, since they have a significant pressure pumping operation as well and we have yet to see the downward revisions for 2012 earnings, imo.