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


To: Bart Hoenes who wrote (40517)12/10/2010 1:55:25 PM
From: Paul Senior2 Recommendations  Read Replies (2) | Respond to of 78759
 
CXPO/Dancy. Too confusing a stock for me. I've been out since August with a loss.

Dancy posting on CXPO on SI hasn't helped me. First he liked it, met or knew management. And wasn't he near some of their properties? I don't remember.

8/18/10 though he wrote: "Yeah, we really cut our stake in CXPO, very disappointing on a number of fronts. My confidence in management is well below what it is for many other firms for a number of reasons."

siliconinvestor.com

Now though:
11/05/10: "And our energy report, we like GEOI, EPM, and CXPO"
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I looked again now at CXPO for a quick scan: It doesn't seem undervalued to me at current price and proved reserves. In any case, I've no interest in delving further into it.