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Thanks for the comment and the heads up about PVR, awaller.  You've certainly done well with it, a two bagger.  Can you tell me a little bit more about the transformation going on there?  Having looked at them a long time ago, I think of them primarily as a coal producer.  Are they shifting more towards gas?  It looks like they got hammered recently.  What happened there?  

BTW, I love how you have pitches for all of your picks.


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