Compass Diversified Holdings Message Board

shamanhbc 2 posts  |  Last Activity: Jun 17, 2013 4:54 PM Member since: May 17, 2011
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  • Reply to

    First to RUN

    by cowley_ed Jun 11, 2013 9:33 AM
    shamanhbc shamanhbc Jun 17, 2013 4:54 PM Flag

    Stay away from WLT. Invested in Western Coal before it was acquired by WLT. It was a good take out for me. Assets are not proving up. Has gone from 100ish to now--brutal. No reversal in sight for metallurigical coal. Even though KMI is starting to look at coal, all coal cos. are underwater. I currently have small position in BTU. I like Ed am deep in BGCP and have been for several years--its as good a story as HUN. Cheers.

  • Reply to

    WHY???

    by joeyrebar Apr 2, 2013 10:32 AM
    shamanhbc shamanhbc Apr 2, 2013 10:43 AM Flag

    Because

    Sentiment: Strong Buy

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