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  • 3 Brand Giants Poised For All-Time Highs - Are There Fundamental Catalysts For A Breakout? [View article]
    I see Home Depot benefiting from Hurricane Sandy and Isaac as well as repairs to the hundreds of thousands of homes that are held by Fannie, Freddie and new home on the upswing! Their competitor Lo's at least in our area does not have an equipment rental department and that is a very profitable venture! In the past 9 months or so their stock has doubled and in previous years when the stocks hit their highs they have split 3 for 1 many times these occasions. They also give a prestigious employee Homer Award to outstanding employees. When you walk into a store everyone seems to try to see if they can be of assistance. Another thing is they sell the lumber scraps (drop offs) at a reasonable price which others fail to do! Jim L
    Dec 10, 2012. 04:46 PM | Likes Like |Link to Comment
  • Standard & Poor's places Alpha Natural Resources (ANR -3%) on CreditWatch negative due to weaker expected volumes and pricing. The action follows yesterday's announcement of ANR's 2013 production cuts to tonnage in the low-80Ms vs. S&P's previous estimate of ~90M tons. [View news story]
    They are making a smart move.

    We use to call it being lean and mean.

    Getting their cost under control, writing off future losses and mine closings and getting their credit line approved were all very smart moves. Those that are in the same business and do not get their cost under control will fall like dominoes (Arch) which will make ANR stronger.

    Jim
    Sep 19, 2012. 07:47 PM | Likes Like |Link to Comment
  • Alpha Natural Resources (ANR +0.1%) is cut to Hold from Buy with a reduced target price of $8, down from $15, at Brean Murray, which cites ANR’s high leverage to met coal pricing and its likely effect on 2013 margins. The firm estimates ANR’s Central Appalachian thermal operations require $4/mcf natural gas prices to break even on fully loaded costs.  [View news story]
    I believe they have the customers in 80 other countries that will still require their products and they did get their credit lines renewed recently which is a plus. They are aslo deversified in some other fields. Remember 50% of all the power plants in the USA still use coal. I will take time and lot's of money to convert to natural gas even if it is somewhat cheaper. In 2011 they did 9 Billion in volume so if they slip a good bit it should not kill them.

    Jim
    Jul 19, 2012. 03:02 PM | Likes Like |Link to Comment
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