Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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: Paul Senior who wrote (48676)	7/10/2012 3:46:54 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78666

re NBR - i think HP has the better risk and takes market share from the players like NBR, that own a lot of "rusty iron". Also, given the choice between a NA driller and an international full service shop like HAL (or BHI), i would choose HAL. I think HAL will have better profitability going forward than a "simple" drilling business, in particular since NBR has headwinds from a superior competitor (HP).

To: Paul Senior who wrote (48676)	7/10/2012 3:59:06 PM
From: NikhilJog	Respond to of 78666

Paul - i agree. I put names here all the time " but not all the names all the time". i don;t put all my ideas here. so i will accept what you say and am def. not stopping you from putting $ in XIN. U mentioned some names but you forgot lot of others I have put on SA and linked here, for example, plays on RAH, CVC, short on MTW, long ACIW, so on and so forth. I asked abt phillips, but if u value it, seems like u might be getting refining for free. therefore I am looking at it from a perspective of a good long term buy. On Dr. Faber - you are correct. He also invests with other people in addition to other stuff. I am not asking you to invest in things he invests in. The only reason i brought it up is that he invests and has some good Singapore names assuming you can buy them from here. Singapore numbers are real, they have good laws, good systems and companies are honest and solid. Thanks and I always appreciate your input.