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

To: Paul Senior who wrote (52963)	12/11/2013 10:50:32 AM
From: E_K_S	Read Replies (1) \| Respond to of 78742

Technip (TKPPY) -OTC Markets Have you ever followed this company. It may provide some exposure to the offshore construction business too at a "value" price. It came up on a Benjamin Graham value screen. I am still researching it but w/ a PE of 4 and 1.5% dividend it may provide a good addition to the portfolio. I see that they are also selling at/near their 52wk low too. FWIW , I closed out my Noble Group Limited (NOBGF) and may re-visit this one next year. Sorry I ever mentioned it as it was a lousy performer for me. I liked the overall business but they had a hard time making money. EKS

To: Paul Senior who wrote (52963)	3/4/2014 9:03:14 AM
From: E_K_S	Respond to of 78742

McDermott International Inc. (MDR) -NYSE Re: MDR - McDermott reports Q4 (Dec) results, misses on revs; withdraws prior guidance Turn around appears to not be going well. Last $7.39/share -8.8% McDermott Is A Must Sell I am out of the stock now but watching the stock today for a possible entry at lower levels. As we know with "value" buy opportunities, some of the best prices are obtained when everybody is selling. The problem w/ MDR is this was the quarter where we should have seen their turn around take traction. I need to go thru the earnings calls to see if anything significant has changed. McDermott International Management Discusses Q4 2013 Results - Earnings Call Transcript ------------------------------------------- Buyer beware as this could be one of those "value traps". EKS