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Ocean Man
Bought
ARLP
at 59.80. Didn't react to yesterday's market jump, didn't react to coal's jump today. Often a late-reactor. 7.1% yield.
9/7/12
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Energysystems
:
Coals been getting killed, but thanks for the idea. Nothing else in the coal space has a yield like that, plus US-centric.
9/7/12
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losbronces
:
PVR
has coal exposure through royalties. It also has ngas facilities. Yield is 8.8%.
I
am long
PVR
. It is also an llp.
9/7/12
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Energysystems
:
interesting. Will be watching those 2.
9/7/12
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