tag:blogger.com,1999:blog-2335748440449035592.post9014654907742580451..comments2007-10-29T16:59:05.158-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-2335748440449035592.post-65648871569435333272007-10-29T16:59:00.000-04:002007-10-29T16:59:00.000-04:00thanks<BR/>I'm peeved I lowered by exposure to STP so much right before it popped but you cannot be in all of them at once. CF doesn't seem to get the respect of the others the others thats for sure, hopefully we get some meaningful multiple expansion in the coming quarters as people realize this is a real story with real growth - I know its not sexy like solar but the gross margin expansion is unreal.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-3531616518106552342007-10-29T16:40:00.000-04:002007-10-29T16:40:00.000-04:00Holy smokes...CF beat estimates by nearly 50%. I'd say your NAV should see another nice pop tomorrow as well :). Very nice call.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-47072877075087787972007-10-29T16:21:00.000-04:002007-10-29T16:21:00.000-04:00Congratulations on the fund reaching $12 NAV and also on the decision to add CF ahead of earnings.. Fabulous numbers they psoted!! Wish I had a position in that name. Its time to add that name on any pulbacks!!Pankajhttp://www.blogger.com/profile/13478816568647309907noreply@blogger.com