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

To: robert b furman who wrote (54788)	1/14/2015 1:34:29 AM
From: Jurgis Bekepuris	Read Replies (2) \| Respond to of 78627

RIG - I am not sure if it is very attractive. The debt is rather high. I guess you like the cash on hand. The problem is with high debt, they probably should not spend that cash on acquisitions - they might not even be able to if there are covenants on debt. I think they will survive, but I am not sure they will buy other cos. NE has lower debt/equity, but they don't have cash on hand, so that's a drawback. Something like NOV has great opportunities to acquire assets cheap. But the stock is not cheap at all... Anyway, thanks for your thoughts and keep us posted if you have new ideas. :)