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

To: Paul Senior who wrote (52477)	10/24/2013 10:37:43 AM
From: Paul Senior	1 Recommendation Recommended By Grommit Read Replies (2) \| Respond to of 78817

ESV: From Inplay: " Ensco beats by $0.06, misses on revs ( ESV) 55.30 : Reports Q3 (Sep) earnings of $1.69 per share, excluding non-recurring items,$0.06 better than the Capital IQ Consensus Estimate of $1.63; revenues rose 9.1% year/year to $1.23 bln vs the $1.28 bln consensus." Looks like a good quarter to me. Stock falls again this morning. I'll double my bet on this one. Company profitable each of past ten years. ROE not good now or past few years (~10-11%), but margins (net profit margins) are very good. Relatively low (relative to itself) p/e of 10. Relatively low p/stated bv. About a 3.6% dividend yield (annualized) while waiting. Company has increased quarterly each year from .025 in 2010 to present .5. Missing are insider buys: I see some sales and dispositions. finance.yahoo.com