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

To: E_K_S who wrote (45221)	11/1/2011 7:14:12 PM
From: Windgoof	Read Replies (1) \| Respond to of 78470

EKS, thx, this is good summary. I like the pipeline, construction and LNG terminals. Do you think there will be a bloodbath on E&P side before NG prices turn up? wg

To: E_K_S who wrote (45221)	12/1/2011 8:36:06 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78470

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