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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (40723)12/20/2010 3:33:48 PM
From: Grantcw  Read Replies (1) of 78671
 
Hello E_K_S and Paul,

Thanks for your comments on CNX. Yeah, I feel like I need at least one Coal play and so even though the P/E is getting up there, I don't really want to sell. I don't have a ton of other plays right now to put in there that I would rather buy and while giving up my sole coal play. But, it's getting high enough that I will probably sell if we go into the 50's.

E_K_S, re: GLW, I don't think I'd consider selling for another 20% upside in the short-term. I still think it's in good value territory.

Thanks,

Grant
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