Open Question
HAL, Jim. I didn't quite agree with you 100% on bailing out of all your position
in Hal before earnings so I only can took off half my position in my own
portfolio. However I can understand running out of patience on the company. Has
your stance softened after that quarter and should I hold on to the rest of my
shares or sell into this run?
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Why did you hang onto 50% of your position? Has anything changed since you made
that decision? Is any new information positive or negative for future
performance? I'm sure there are a dozen more questions you can ask-but I've
stayed long and happy for it, and fully expect upside of $5+ as Hal begins to be
valued like competitors. International focus and buyback are a big + for this
holding. It should be easier to make these decisions without public scrutiny.
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That may be a better move but i question if the stock would be up much if it
werent for RIG...It's not as bad as i feared though an di own that..
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You made your own decision by selling only half your position before earnings,
but now you need guidance regarding the remainding position? Doesn't make
sense.....seems like you know what the move should be....run with your
conviction.
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