Turnarund Investing Message Board

6/22/2012 6:53:53 PM

2 Recommendations of 1876

HES and HPQ are mine. I'm playing HPQ through call options, so the continued malaise is more harmful than with a straight equity position.

HNR took care of a lot of sins today, and there is a lot of upside remaining there. I'm going to be greedy and hold out for $14, which is roughly the value of the sold Venezuela operations. This doesn't give one whit of value to the rest of the business.