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Old 03-06-2007, 07:00 PM
SplawnDarts SplawnDarts is offline
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Join Date: Jan 2007
Posts: 1,332
Default Re: Pooling of human capital for the \'Two Plus Two Portfolio\'

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List so far:

HERO: Hercules Offshore. (Nasdaq) (out of interest are you worried it has slowly gone from $44 to $26 in last 10 months? currently at $26.10)


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That's precisely WHY I want to buy it - it's a fantastic deal. It got run up post Katrina because they were booked solid doing rig repairs, and then when that ended HERO became suddenly un-sexy but they're making more money on an average day now than they were back then because they acquired a rig or two and some extra boats.

If there's a downside to HERO, it's in the accounting or operations (and I can't find it), NOT the low price [img]/images/graemlins/laugh.gif[/img]
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