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TraderMark
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I agree with your points. Actually ANR is the largest met producer - which I added today. These are going to be 2009 plays in terms of enjoying the lions share of the higher prices, as much of 08 is already contracted in. But I think we are going to get quite explosive 09 earning revisions; when the analysts start to catch up to the story and get the investor class in a tizzy with their new and improved numbers is an open question but I'd rather be in, before it happens. In the very very near term these stocks are extended and I'd like to see them pull back before meaningfully expanding positions.