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

To: anializer who wrote (33965)	3/27/2009 11:31:30 PM
From: Spekulatius	Read Replies (3) \| Respond to of 78687

re CPO - I have a sell order out a bit above's today close. You are correct that CPO has been strong and held up well even today. This makes me hope that I'll get a little more for my shares. Looks like a pullback is coming. Q1 earnings are going to be horrible and the stress test results for the bank and their shareholders are due in April. I don't think that we have seen the last bear raid yet. On another note, what do you think about NRG, the IPP. They are one of the better managed companies in this space, Even WEB owns a few shares. EXC has a bid on them but no means to follow through, I think. They have hedged for Y2009 and Y2010 so profits should be locked in for the next 18 month. Only MIR is cheaper in this space but they own mostly dirty coal wheezers and those are more expensive to operate in the Obama era. I don't own them right now but think about taking a few shares.