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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (28634)	10/19/2007 11:00:38 PM
From: Paul Senior	Respond to of 78744

I'll look closer again at your CPX. Short history is a negative. Size of company (6000+ employees --->ain't so dinky) and low forward p/e are positives (imo). Yahoo shows EQ Advisors has a position. That's a positive too.

To: Spekulatius who wrote (28634)	10/19/2007 11:22:50 PM
From: Paul Senior	Respond to of 78744

Yes, certainly as regards XEC, Mr. Wulff hasn't been a hero. Not sure where I am regarding XEC. Stock bought in '05 and subsequent, I'm somewhat underwater on. There was a takeover of Magnum Hunter by XEC and I took XEC stock for my shares. Not sure where I am with that. I'm figuring I'll continue to hold XEC shares. OTOH, maybe it is time for more tax-loss selling offsets to gains... assuming I will still show gains elsewhere. Couple more days like today, and I may not.