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

To: Jurgis Bekepuris who wrote (54783)	1/13/2015 8:12:44 AM
From: robert b furman	Read Replies (1) \| Respond to of 78625

Hi Jurgis and Paul, With crude's decline now in the historical and serious mode, there is justifiably a need to study the well capitalized firms that not only will survive but will be acquisitive of the weak. Much like what happened to the semis over the last 5-10 years, value in the oil business can be a multi bagger in the future. Schlumberger buying Baker Hughes is just the beginning. Now has been acquisitive in the past - surely will be predatory at what they consider the bottom. Rig ,esv, ne - those with cash and low debt/equity will have the currency to do the most. Bob