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Eric Fox » Comments » BHI

  • Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [View article]
    David...add ANAT to the list. It is the sister company of NWLIA - both controlled by the Moody Family. Also, KCLI is another unappreciated insurer trading below book. Disclosure - I am long both.
    Jul 03 15:53 pm |Rating: 0 0 |Link to Comment
  • IEZ: Oil Equipment and Services Profits Dependent on Rising Crude Prices [View article]
    "demand is sky-rocketing in India and China"

    Demand in China is only estimated to grow 300-400K BPD in 2008 - hardly a skyrocket as you say. Demand in the OECD is rolling over as demonstrated in the April and May highway traffic reports released in the U.S.

    OECD demand is 48 million BPD and any significant slowdown here will overwhelm any increase from China and India.
    Jun 25 17:16 pm |Rating: 0 0 |Link to Comment
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