Pooling of human capital for the unofficial 'Two Plus Two Portfolio'

[SplawnDarts]

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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]