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Akamai Technologies, Inc. Message Board

b_hesford2000 3 posts  |  Last Activity: Sep 2, 2015 9:24 PM Member since: Jan 3, 2008
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    Comparing WFT to the HALs and SLBs of the world

    by b_hesford2000 Aug 31, 2015 10:17 PM
    b_hesford2000 b_hesford2000 Sep 2, 2015 9:24 PM Flag

    That's some fantastic advise. Thank you for your thoughtful response. I have some thinking to do. One thing is for sure.....limit buys are set for another market plunge!

  • OK, let me start this by saying that I am long SLB and WFT only (both positions are about 5 years old and have been traded in my portfolio pretty lightly). Also, I am in the green with my position in SLB (avg sp is and not terribly red with WFT). So I find myself wanting to pick one of the 2 to double down on b/c I do have the powder to do so....but which??? Then I started doing the compares and I realized that WFT is wildly undervalued in comparison to SLB and then I double checked it with HAL. An exercise I should have done years ago. The bottom line is that WFT in almost every area is selling at half the value of the other 2 (that is taking all things into consideration....though the debt is dicey with consideration to the overall CAP of WFT). Debt is a consideration that I thought of but if WFT were trading where the other 2 are then the debt/equity would be comparible. I am a bit confused at why this is still the case.....granted, they may not have the trust back from all the accounting issues but the sell of the Russian assets before the whole ordeal last summer should go a long way in showing the company is making sound moves. Also, the overall strategy to remove debt is encouraging....this just seems like a screaming buy (which I did do some of at 8.6). I think I have a tough choice to make.......

  • b_hesford2000 b_hesford2000 Aug 30, 2015 11:46 PM Flag

    oil dude...OIL is a must buy. Read and comprehend before you respond. Since you chose 10 years, why don't you tell us what percent of the last 10 years was oil lower than $42....and the answer you get will tell you why I am saying that oil is a must buy. As for SLB, I thought I was pretty darn clear that the stock could go plenty lower. However, with all that being said, I will be a buyer of SLB in the 60s for sure!!! I own at lower levels and have been in the name for about 5 or so years....easy to own. Read and relax 'me5816'.

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