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

To: E_K_S who wrote (53603)	3/17/2014 9:07:33 AM
From: Ditchdigger	Read Replies (1) \| Respond to of 78701

Morning EKS, re:SDRL, I'm still keeping it on my watch list, although the divy is enticing. While I realize times are different, going through the last os driller/supplier crash is still fresh in my memory. What seems cheap today may get cheaper tomorrow(strong support @ 28). I think any sector news of lower day rates will outweigh existing backlog number realities. Not to mention the ex-divy date has come and gone for this Q I still have exposure to the sector through SFL (and GE), happy with that for now until things shake out a bit.

To: E_K_S who wrote (53603)	3/17/2014 11:52:12 AM
From: Ditchdigger	Respond to of 78701

Any opinions on KKR? It's only a percent or so above what I paid for it Nov. Collected 2 distributions so far. Tempted to add on any weakness and bring it to a full position. Hard to pin down future yield as it bounces around per Q. Seems to be a good time for these private equity guys to realize gains on investments. I may have mentioned their energy assets as well.

To: E_K_S who wrote (53603)	3/18/2014 12:10:31 PM
From: Ditchdigger	Respond to of 78701

Morning EKS, I know you own SFL and I mentioned it yesterday. I got curious about their offshore rig status. I see the dayrates for their contracted rigs w/SDRL & NADL do have high dayrates and good contract length. Although I believe the Taurus rig comes off feb 15, have to do a bit more searching when I have some time. I believe rates are picking up in other areas of their operations so feel the divy is pretty solid and at 9% I'm pretty happy. SFL's offshore fleet shipfinance.bm SDRL's fleet status report seadrill.com NADL's fleet report nadlcorp.com