GREY:AVNDF - Post by User
Comment by
billfox54on Aug 21, 2012 1:01pm
299 Views
Post# 20242435
RE: Bruce Campbell
RE: Bruce Campbell Much as I like BC, I'm not overwhelmed by his picks. The important part for me is his access to the company, and his ability to pass on his chat with the cfo. 65% POR is better than I might have guessed. BC may not be able to reccommend the stock because he knows he's talking to a lot of 'buy-and-hold' investors who might be unhappy if natgas goes off the rails, but as indivifuals we can draw a line in the sand if things go badly. It seems to me that 'things going badly' is unlikely to get worse than a cut to .36 divvy. I can live with that. And if the natgas market heals itself this winter, you won't get AVF at this price by the time BC gets a chance to say it's a buy. GLTA Billfox