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

To: Spekulatius who wrote (48678)	7/10/2012 3:52:14 PM
From: NikhilJog	1 Recommendation Respond to of 78666

clown - NBR has lot of catalysts in play. i am still digging into the numbers. 50% of their business is international, so don;t forget that when u talk about NA exposure. They have divestitures of abt 800M and are executing on it. In addition, there is a deleveraging story. They are also selling older fleet. Their accounting, for example the way they book revenue is clear and fair. Mgt. change has recently happened and their fundamentals look good. anyways when i finish my writeup, i will send it along.