Claws,
Not sold any CVN since January, but been buying COE instead of buying more CVN the past week or so, incl today.
I like both stories, more in both, both there is value in buying a stock when out of favour, and today COE surely was. My COE holding is still much smaller than my CVN so that comes into play also for me.
COE won't imo be as inactive for the remainder of 2008 as many belive, simply not their nature, plus the Bargou farmout mid year will hardly be trivial.
CVN has much more to come, yes, but don't right COE off just yet.
EL
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