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Wednesday, October 10, 2007

Bookkeeping: Also Taking Some Coal Off the Table

Posted by Mark at 10:22 AM TweetThis
Both Consol Energy (CNX) and Peabody Energy (BTU) have run about 10% in 2 weeks - not bad for a boring old sector like coal. Selling a minor piece in each - dropping $7000 of Consol Energy which takes the position from 4.1% of fund to 3.5%, and $6500 of Peabody Energy which takes the position from 3.6% to 3.0%.

I'll look to add back at lower prices. Simply locking in some gains, and raising some cash.

Long both in fund; no personal positions.

Posted by Mark at 10:22 AM

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