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

To: Paul Senior who wrote (51253)4/8/2013 8:05:27 PM
From: richardred  Read Replies (2) | Respond to of 78708
 
I agree for the most part about current prices in oil service. I wouldn't have sold some RPC if I still thought it was a good value. I recently thought about unloading BOLT which I bought as value awhile back. Along with stock appreciation. The 1.00 a share special dividend for two years in a row has been a nice bonus for holding though. Value wise, I'm possibly looking to add to BRKS & ISIL if conditions present themselves.

Message 27022616



To: Paul Senior who wrote (51253)4/8/2013 10:35:20 PM
From: Keith J1 Recommendation  Read Replies (1) | Respond to of 78708
 
Paul,

It's quite curious. Whether LUFT by GE, or Heinz by Buffett et al, cheap money is making what are seemingly expensive purchases reasonable for the purchaser (at least in their estimation).

That is not to say all stocks are valued in such manners. I see a company like ESV selling at less than 1.2x book value, and less than 8x 2014 earnings estimates - and just shake my head.

Strange times being a value investor.

KJ


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