epeon

4 Stocks to Consider in This Whipsaw Environment

I do like basic coal stocks. However, I prefer ARLP. It is in the same basic business and, being an MRLP, it pays a very nice 8+% dividend. So, you get paid while ou waitl

Coal Stocks Are Exploding Higher

I personally like ARLP because it pays you a nice dividend while you wait.

Load Up on Coal: Play the Upcoming Senate Brawl over Cap-and-Trade

Yes, the Cap-and-Trade bill is as exactly as stupid as it seems. At this point, the best thing to do is not to pass the stupid bill.

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.

Electric Utilities: Coal vs. Renewables

Passing a mandate is congress' chicken shit way of passing a tax increase without suffering the political consequences of doing so. The net result would be a substantial increase in the cost of electricity, but the person paying the freight won't necessarily know that the increase is due to this mandate and not inevitable.

Cramer's Stop Trading - Peabody Is in Freefall (3/2/09)

I don't really want to defend Cramer, but the truth is that at this point in time he is a bit clueless. However, aren't we all? The market right now is so erratic that no one has a clue what is going on.

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.

Earnings Preview: Peabody Energy

Spot prices have doubled since last year in the US. Prices have not significantly retraced the last two months. So, all US based companies should do well as the replace older longterm contracts with newer ones that are mudh more favorable.


In this environment, I think BTU will do well.

Peabody Energy: Stellar Results, If Anyone Cares

I am a longterm holder of coal company stocks. However, my favorite is ARLP. Their earnings are to be reported Monday. It will be interesting to see if their story is as good as Peabody's. It should be. US coal spot prices have essentially doubled over the last year.