tag:blogger.com,1999:blog-2335748440449035592.post1221204542113628632..comments2008-04-25T17:29:47.462-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2335748440449035592.post-76731981820547602362008-04-25T17:29:00.000-04:002008-04-25T17:29:00.000-04:00I believe Noble is better positioned right now than Diamond, and at a more attractive valuation. I think Diamond has been given a little higher multiple because of their dividend policy which pays out more than Noble. Noble just announced a .75/share special dividend, which has brought some attention. The Petrobras deal appears to be giving Noble the momentum right now in this industry.Michaelhttp://www.blogger.com/profile/02222094853295782606noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-29989211183921634662008-04-25T16:48:00.000-04:002008-04-25T16:48:00.000-04:00I've been waiting for NE to pullback for months. It keeps going higher... Once oil sells off we might be able to get in at a good price. PEG is very attractive in this name; I also like the PBR relationship.<BR/><BR/>-BDBluedoghttp://www.blogger.com/profile/13620622716492473197noreply@blogger.com