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

To: Sergio H who wrote (49062)8/10/2012 4:45:42 PM
From: NikhilJog  Read Replies (1) | Respond to of 78525
 
Sergio - Sorry have been shit busy. I thought i sent you some stuff on ROC? NO? If not, I will take a look again and get back to you by next week. I promise :)

If you invested in NBR..i hope you did it for a long haul. They might undergo volatility in the short term. Also, if you don;t see the catalysts I ahve highlighted panning out, get out of it.

I hope you invested below $14 a share.

On short time - u know i am a long term investor. So i will not care about performance of your names in short term:) As i said, ROC was my idea back in March 2011. I love the company and the story but haven't looked at them recently.

Speak soon.



To: Sergio H who wrote (49062)8/13/2012 3:06:09 PM
From: NikhilJog  Read Replies (1) | Respond to of 78525
 
so looked at ROC - looks fine to me. Did you want me to dig income something specific for you? People in the industry have confirmed your analysis and so do i.

Let me know :)


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