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 : 50% Gains Investing -- Ignore unavailable to you. Want to Upgrade?

To: Robohogs who wrote (111638)	12/5/2012 7:08:59 AM
From: Dale Baker	Read Replies (1) \| Respond to of 118717

Nice to see someone notice that during this discussion. The whole sector trades at an avergae 24% DISCOUNT to NAV. And that is with oil in the high 80's where it is very profitable in cash flow terms. Meanwhile, most of the pain here is sector-based, not individual. GDP is down 65% over last 3 years, FST 70%, SD 35%, ATPG 100%, all while MHR has more than doubled. Yes, MHR has halved over last 18 months though. But so has SD and the others. I have read that 80 to 90% of a stock's move is related to the market or sector, and only the rest is individual. Place blame where it rests. The sector and its treatment by the Street.