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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (45221)12/1/2011 8:36:06 PM
From: Paul Senior  Read Replies (2) of 78473
 
EKS, fwiw I'll take a small loss in CNX, and close out my few shares. I continue to add a little more Suncor.

I'm somewhat surprised at myself, that for a guy who says there's a natural gas glut, I seem to be willing to hold the competitive commodity coal. I realize CNX is in met and in shale gas, as well as heating coal.

At this point it's just easier for me to believe I can read the future for oil vs. coal. Suncor has decades of oil supply, and has a plan and expertise to extract it. There are not many big oil companies like that.
I'm buying SU now with a view to hold for the rest of the decade.

Surprised how these two companies seemed to have tracked each other so closely over the past couple of years:
finance.yahoo.com
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