tag:blogger.com,1999:blog-2335748440449035592.post8886929025756724691..comments2007-11-15T16:38:36.703-05:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2335748440449035592.post-16027795202979725302007-11-15T16:38:00.000-05:002007-11-15T16:38:00.000-05:00Rob, falling behind this week on earnings. Didn't realize they were out until this AM when I saw the stock down. I tried to do a quick conversion on what the US EPS was since they gave US net income but not an EPS..when I did it against the shares outstanding it didnt make sense so I need to look closer. I think there is more worry on the acquisition fight with SLB and much like Garmin, these stocks seem to get stuck when in such situations. It held up great until today, but the whole oil services group has been under pressure. The quick glance I did do on revenue and such looked good year over year but 'compared to expectations' I am not sure how they did. It the stock can quickly regain low $60s I'd be bullish near term, but I like the story long term. I see Dawson the US competitor reported yesterday so I have to go peek at that one too. Just from reading that story about their bidding (CGV) it sounds like they are trying to build a near monopoly on the market, which is a great thing long term. Short term is up to the market whim and it sounds like SLB is antsy to win the company as well. I have to read up on the situation. Unless the stock begins to take on serious water I plan to hold at this point as I love its space and international flavor. But oil services have fallen out of favor near term.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-79469484185961432432007-11-15T15:24:00.000-05:002007-11-15T15:24:00.000-05:00Mark,<BR/><BR/>What do you make of CGV's price action today?<BR/><BR/>RobRob Tsaihttp://zenrob.comnoreply@blogger.com