| Well, those guys have a history of good market timing, that's for sure. I have AAV as a potential takeout (poss by ECA) and bought GO for a longer term (valuation) basis with their new management team. I could see natty going lower again since it is the season, but there's so many balls in the air (declines, shut-ins, weather) I could see it going the other way too. Who knows. The way I'm playing it is buying smaller caps with lower valuations as potential take-outs and staying out of larger caps until a trend reversal establishes. The larger caps provide better trading opportunities though, so I might do the odd trade there. Good luck to us all -g |
