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

To: Jurgis Bekepuris who wrote (56406)	12/16/2015 10:59:24 PM
From: Paul Senior	Respond to of 78717

HOS. I haven't looked at the bond. It could be, and maybe is, a better and safer bet. I'm not much of a bond guy -- I never considered the bonds. On some of these supplier stocks though, I am looking at the preferreds. I'd guess HOS contract bookings aren't good. In their recent December presentation they seem to put a positive spin on the fact they are stacking several ships. I'm hoping that it's not going to be the entire offshore supplier sector that's going bk, and that eventually, most of the stocks might recover from today's lows. I'm not calling it a bottom here. Just that stock prices seem so low compared to past, to tangible or stated bv, to current dividend yields. So I am holding on or making small adds to a small basket of these companies.

To: Jurgis Bekepuris who wrote (56406)	12/17/2015 9:43:20 AM
From: Graham Osborn	Respond to of 78717

Any corporate bond offering 14% nowadays might be a cause for skepticism. It would take something dramatic to make deepwater economically viable in the foreseeable future: google.com They are in the same "boat" as shale. Anyway, we seem to be in a mature secular bear in commodities which classically reverses with a stampede from financial assets. So until we see some serious bear action in equities I would assume they will be contending with a sub-60 market. It just doesn't make sense to me why buy the stock that requires the highest oil prices to recover.