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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (35278)9/2/2009 10:09:53 AM
From: Spekulatius  Read Replies (3) of 78729
 
CFN (sold 19.45$) ,D (bought 32.6$), PETD (bought 13.31$)

Sold: CFN @19.45$

Bought: D (cheap and diversified utility reinvesting some CNP proceeds, adding to my existing position. D has lagged the market rebound of utility stocks for no obvious reasons, imo)
PETD: NG play with a cheap valuation (around 0.8$/mcfe Enterprise Value for proved reserves). This is the cheapest valuation (in terms of proved reserve value) I could find. Not the best management as their recent secondary attests, but not he worst track record either.
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