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


To: E_K_S who wrote (47756)5/4/2012 4:04:13 PM
From: Wallace Rivers  Respond to of 78751
 
There is news on NFG - earnings.
I haven't dug too deeply, but I guess, given that NFG has a substantial nat gas component, they weren't as bad as expected.
I'll take the 2% plus move in a down market.



To: E_K_S who wrote (47756)5/4/2012 4:33:58 PM
From: NikhilJog  Respond to of 78751
 
Paul - i believe GAMCO is invested in NFG. I also was in a convo. with someone very senior there a while ago and i believe they have a valuation of the company north of mid-50ies more into 60ies based on sum of the parts