works as an investment banker (can't name the firm) and he originally got me into CSN at about 30. When everything blew up in the overall market he suggested I get some more of CSN and CVG at 25 and 12 respectively. His initial reasoning was because of the value in CVG. Now however it seems that his firm is re-evaluating the value of a stand alone CSN and coming up with a much more positive picture. Seems that both entities, when combined, caused the other to lose it's identity (and some of it's value). Also, CVG couldn't focus on the multitude of opportunities available to them because they had to fight for capital. That's changed now and they are really becoming a fast mover, much more so than is reflected in the stock price.
Same is true for CSN. Management was trying to manage different business models, with only marginal success. Now both entities can focus on their areas of expertise with less conflict over turf. The kid has been right about the trade overall so far, and I for one like what I'm currently seeing in each of the companies. MHO.