Umm, yeah

Recent World Events Are Bullish for Metals

I enjoyed the article.

The point of contention which I'd like to bring up, isn't whether one should sell coal stocks and buy nat gas stocks, but mostly how you've laid out your argument.

To say that you don't like coal because the price has run up very quickly and that all of the talking heads are talking about buying coal... well, the same applies to natural gas, right?

And like haydete is saying - it's the rate of production & demand that seems to be driving prices (along with speculation) rather than long term supply.

That being said, I'm long several nat gas companies (including CHK), and don't own any coal companies, so my actual holdings agree with what you've concluded. I'm mostly looking for some further analysis on why buying nat gas is so much more compelling than coal. Right now, it's sounding like a repeat of the logic from your blog 3-4 months ago, about why no one should buy POT, which is up 33%.

Regardless, I'll end my comment on a positive note in that I like the discussion, and your blog is one more reason that I'm considering buying some SWC.