Originally posted by davidI
Haven't had much time for blog posts recently as I'm busy with my dissertation but I'm sitting in WSX, NVA, NVS &
CNQ right now.
May look to pick up some RPT at 0.065 as a high risk speculative buy. Their CEO used to be my group's executive VP and he's a smart dude - worth rolling the dice on IMO.
Watching BWD closely as well. Their 'strategic review' sounds a lot like heading off bankruptcy to me, but it doesn't look like they're in too nasty of a bind yet so they may be able to make a lucrative deal. They have some pretty attractive assets for a bigger company looking to get into the AB Fairway IMO. Not buying at these levels...but could be another speculative buy at the righ price.