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To: gizwick who wrote (57175)4/24/2016 1:12:19 PM
From: grahamanddoddville  Respond to of 78774
 
Hi Gizwick,

These are all good numbers - I was more caught off-guard by your anticipation of p/e's going to 25 (in reference to your post on CETX, not TCPI, btw).

w.r.t. CETX, I hope things work out for you. CEO is young and seems smart to diversity out of gas; nevertheless, there might be headwinds in industrials & manufacturing going forward that could eat into their earnings growth.

Happy investing,

GDV



To: gizwick who wrote (57175)4/24/2016 1:15:42 PM
From: Madmatt112  Respond to of 78774
 
Gizwick,

You've certainly given us lots to think about, and CETX is on my radar now. At this point in my career I'm investing on paper for the next year or two before entering positions proper.

Thanks for your insights,

Matt