kcn keeps slippin, page-10

"l think it is fairly traditional to sell down the company which is making a t/o on the basis of increased risk and likely paying too much for the target"

Agreed. That is exactly why I called this a kneejerk market reaction before. With some DD on DOM or the "new KCN", respectively, it becomes quite obvious to me that KCN has paid an appropriate amount, maybe has even struck quite a bargain. The next two quarterlys will show. Plus, the market is ignoring the risk diversification KCN is now undergoing. In my view the lack of such diversification has been putting the brakes on KCN's P/E for a long time in comparison to industry peers. Expect to see some unlocking of those brakes in the near future.

I added more KCN shares this past week.