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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (40402)12/20/2010 2:42:07 PM
From: Grantcw  Read Replies (2) of 78676
 
CNX - I'm thinking about selling this one, but it's hard to do. I feel that from traditional valuation metrics like P/E that this stock has run too far. But, when I look at the article you posted and think about sum of parts, potential acquistion target, and future coal demand from India/China, it's making me hold. If I had a 5-10% position, I'd trim, but I'm at a 2% position, so it's small enough of a position to either hold or sell everything for me.

Thoughts?

Thanks,

Grant
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