epeon

Alpha Natural - Once a Jilted Bride, Now an Attack Dog

If you think about it, this strategy is very similar to what COP did years ago when oil and gas properties were cheap. They bought everything they could and when oil prices started to rise, it made them very rich. ANR is, obviously, making the same gamble. If coal prices rise, they are going to be very successful.

Walter Energy: Overvalued and Overbought

I agree. I have been a big fan of coal in general. My biggest holding was ARLP. However, when it went north of 36.50, I sold it. I may buy back in when it crosses below 35. Obviously the federal government is opposed to coal and the economy is slow. However, in the longrun, Coal is going to do well. I just think, right now, it is a little expensive.

Coal's Dark Days Are Over

I meant to say, most plants are not based upon coal gassification. sorry about the typo.

Coal's Dark Days Are Over

I have been a longtime believer in coal for a variety of reasons. Coal is not, currently, a particularly clean form of energy. It could be, we have good coal gasification technolgy, for example, but most plants are based upon it.

As far as individual companies, I like ARLP and AHGP. Mainly because these companies pay a significant dividend. I don't know when these companies will get the price multiple they deserve. However, both ARLP and AHGP pay me a signifcant dividend while I wait.