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

To: Covenant who wrote (2923)	6/10/2012 10:45:40 AM
From: xxyy	Read Replies (1) \| Respond to of 3249

Re: NATDF Well do you prefer NATDF over NE or ESV? NE & ESV invest more heavily in growth than dividends vs NATDF. And I still think that economies of scale generally favor the bigger companies, and reduce the geographic risk and/or consequences of a single rig accident. JF is an excellent manager, but he takes lots of risks too ... look at FRO for example as a counter-point to SDRL. NATDF looked cheap when I last looked, but the non-existent liquidity and the higher risk profile made it on-par with the bigger drillers.