Running With The Bulls Of Coal: Part II [View article]
Re: BTU,ACI, ANR
I am 100% in agreement that Coal is here to stay and will be around atleast 50 years after I depart. However, between ACI, ANR, BTU and even JRCC I have a view/observation on them and believe JRCC may be a lot riskier than ANR, which in turn may be a lot riskier than ACI ( and BTU). However, if Gas goes and stays above $4 in Fall then all stocks may be saved. It is embodied in this chart.. http://yhoo.it/NpAwsC
( Link to my comment to the earlier Seeking Alphs article.. http://bit.ly/P0K8Wt
As a technician, one can see (over the last couple of months) the steady and continual reallocation of funds invested in coal stocks away from JRCC and ANR into stocks like BTU and ACI. For a reason.
Nat Gas has bounced back 50% from it low under $2 in Spring but is still down over 70% from the levels of years before. For coal stocks to get healthy ( from a balance sheet standpoint, which would give the lending banks more confidence that they will be capable to stay alive and make their loan payments), Nat Gas must go well over $4 and stay that way right thru' fall and winter. This does not look likely since Nat Gas CANNOT be stored and supplies will start building up in Fall as weather gets cooler. And if we do NOT have a cold winter then both Nat Gas and Coal stocks will be crushed.
In which case, the banks will support fewer coal companies to insure that supplies are lowered. It appears that BTU and ACI will be among the survivors based on their balance sheets, the actions they have taken to cut supplies and the financing they have secured from the banks. If Nat Gas should sink again under $2.50 in Fall, then JRCC and ANR may be the next two stocks to follow Patriot into some kind of financial stress ( I do not like to use the word bankruptcy since that is too strong a term).
With every major bump up in ANR stock price , I personally have been reallocating my postions in coal stocks - holding big losses I might add - to BTU (50%, more conservative ) and ACI ( 50%, more risky but still will survive and higher beta). I have posted many times on Seeking Alpha over the last month and have been 100% consistent and proven right ( until now ) as you can see from the chart above. Ofcouse,in the long run, even I may be a fool continuing to hold coal stocks, so I watch Nat Gas and the weather patterns across the country carefully. ( This week even California is experiencing extreme weather).
3 Discounted And Profit-Generating High Yield Dividend Stocks [View article]
ZetaKap :
(Just FYI, I am sitting on a boat load of these ( and in losses). However, the " get rich " feeling in me keeps my hope alive. However I never let facts get in my way !)
Let us be practical here...
You must agree this is one of the most " researched " small cap Chinese stock on Seeking alpha; GREATEST STORY EVERY TOLD AND OUT THERE FOR MONTHS IN THE PUBLIC DOMAIN.
With a price to book so low and a high dividend, it is like a $25 Silver bar lying on the street with a $5 note wrapped around it, crying out " Please take me for only $2.75 " and no one seems to want to pick up this bar. There is some fear as to what they might find under the bar.
Research ha not yet been able to identify what this is that is causing fear !
5 Small And Mid Cap Bank Stocks For The Long-Term Investor [View article]
I am totally confused. You make a ( good ) case for these smaller financial institutions and then you disclose that you yourself own the large TBTF banks like BAC and JPM. I guess you do not like to eat your own cooking ?
Looks like instead of using the $20M to buy shares the Chinese or someone else is unloading shares this week ? This time around, even with a great " announced " earnings report, the stock could not even REACH its $3.10 high of a month ago. Technically a VERY bearish sign.
Something does not compute here ? What it is I have NO clue !
Nokia Still Treading Water, But For How Much Longer? [View article]
Re: NOK and XIN ( NYSE)
Since the $2.75 NOK has intrigued so many on this board another $2.75 stock on NYSE with P/E under 2, Price to Book Under one and 6% dividend is Chinese ( ??Risk??) Real Estate Compnay XIN
I traded some of my Nokia shares for some XIN today (added to my position) after they declared solid earnings. I still hold a lot of NOK http://yhoo.it/No2nWp
Like NOK, this stock has also captured a lot of controversy on Seeking Alpha but my take is that it may have the same risk as a NOK but a lot better return. For gamblers only.
XIN: Alas I am stuck in my position ( with a decent loss). Over a month of pump jobs on Seeking Alpha have not only not moved the needle UP on XIN stock but the reverse has happened: the slow drop has been like (Chinese) torture.
Only hope now is that Aug 10 (tomorrow's) earnings report is good and management makes use of new funding offered in China to take US listed stocks private.
What troubles me is that management announced a stock buy back program several weeks ago and it did nothing to even stop the decline.
Chipotle Is An Undervalued Growth Stock [View article]
"Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. "
Looks like you do like to eat your own burrito?
Will Fitch Ratings Action Threaten Two Harbors Stock Value? [View article]
Running With The Bulls Of Coal: Part II [View article]
I am 100% in agreement that Coal is here to stay and will be around atleast 50 years after I depart. However, between ACI, ANR, BTU and even JRCC I have a view/observation on them and believe JRCC may be a lot riskier than ANR, which in turn may be a lot riskier than ACI ( and BTU). However, if Gas goes and stays above $4 in Fall then all stocks may be saved.
It is embodied in this chart..
http://yhoo.it/NpAwsC
( Link to my comment to the earlier Seeking Alphs article..
http://bit.ly/P0K8Wt
5 Commodity Stocks Moving On News [View article]
http://seekingalpha.co...
An Array Of Speculative, Dividend And Growth Plays To Consider [View article]
You asked the key question : Will they survive?
A picture is worth a 1000 words ( of BS ).
http://yhoo.it/NpAwsC
As a technician, one can see (over the last couple of months) the steady and continual reallocation of funds invested in coal stocks away from JRCC and ANR into stocks like BTU and ACI. For a reason.
Nat Gas has bounced back 50% from it low under $2 in Spring but is still down over 70% from the levels of years before. For coal stocks to get healthy ( from a balance sheet standpoint, which would give the lending banks more confidence that they will be capable to stay alive and make their loan payments), Nat Gas must go well over $4 and stay that way right thru' fall and winter. This does not look likely since Nat Gas CANNOT be stored and supplies will start building up in Fall as weather gets cooler. And if we do NOT have a cold winter then both Nat Gas and Coal stocks will be crushed.
In which case, the banks will support fewer coal companies to insure that supplies are lowered. It appears that BTU and ACI will be among the survivors based on their balance sheets, the actions they have taken to cut supplies and the financing they have secured from the banks. If Nat Gas should sink again under $2.50 in Fall, then JRCC and ANR may be the next two stocks to follow Patriot into some kind of financial stress ( I do not like to use the word bankruptcy since that is too strong a term).
With every major bump up in ANR stock price , I personally have been reallocating my postions in coal stocks - holding big losses I might add - to BTU (50%, more conservative ) and ACI ( 50%, more risky but still will survive and higher beta). I have posted many times on Seeking Alpha over the last month and have been 100% consistent and proven right ( until now ) as you can see from the chart above. Ofcouse,in the long run, even I may be a fool continuing to hold coal stocks, so I watch Nat Gas and the weather patterns across the country carefully. ( This week even California is experiencing extreme weather).
Good luck.
3 Discounted And Profit-Generating High Yield Dividend Stocks [View article]
(Just FYI, I am sitting on a boat load of these ( and in losses).
However, the " get rich " feeling in me keeps my hope alive.
However I never let facts get in my way !)
Let us be practical here...
You must agree this is one of the most " researched " small cap Chinese stock on Seeking alpha; GREATEST STORY EVERY TOLD AND OUT THERE FOR MONTHS IN THE PUBLIC DOMAIN.
With a price to book so low and a high dividend, it is like a $25 Silver bar lying on the street with a $5 note wrapped around it,
crying out " Please take me for only $2.75 " and no one seems to want to pick up this bar. There is some fear as to what they might find under the bar.
Research ha not yet been able to identify what this is that is causing fear !
5 Small And Mid Cap Bank Stocks For The Long-Term Investor [View article]
4 Value Plays Yielding Above 5% [View article]
Looks like instead of using the $20M to buy shares the Chinese or someone else is unloading shares this week ? This time around, even with a great " announced " earnings report, the stock could not even REACH its $3.10 high of a month ago. Technically a VERY bearish sign.
Something does not compute here ? What it is I have NO clue !
Safety, Income And Growth Opportunity For Investors And Traders: 4 Stocks For Uncertain Times [View article]
http://yhoo.it/No3C85
Nokia Still Treading Water, But For How Much Longer? [View article]
Since the $2.75 NOK has intrigued so many on this board another $2.75 stock on NYSE with P/E under 2, Price to Book Under one and
6% dividend is Chinese ( ??Risk??) Real Estate Compnay XIN
I traded some of my Nokia shares for some XIN today (added to my position) after they declared solid earnings. I still hold a lot of NOK
http://yhoo.it/No2nWp
Like NOK, this stock has also captured a lot of controversy on Seeking Alpha but my take is that it may have the same risk as a NOK but a lot better return. For gamblers only.
Safety, Income And Growth Opportunity For Investors And Traders: 4 Stocks For Uncertain Times [View article]
( If you can trust Yahoo Finance any more ) u are right the float is around 17M sh http://yhoo.it/OWUx8q
Safety, Income And Growth Opportunity For Investors And Traders: 4 Stocks For Uncertain Times [View article]
As was ( kind of ) expected XIN declared good results today;
now will the market buy it !
4 Value Plays Yielding Above 5% [View article]
Over a month of pump jobs on Seeking Alpha have not only not moved the needle UP on XIN stock but the reverse has happened:
the slow drop has been like (Chinese) torture.
Only hope now is that Aug 10 (tomorrow's) earnings report is good and management makes use of new funding offered in China to take US listed stocks private.
What troubles me is that management announced a stock buy back program several weeks ago and it did nothing to even stop the decline.
Nokia Still Treading Water, But For How Much Longer? [View article]
....on it way to $4 atleast by Christmas ? That would be a 60% return from yesterday's low.
Buy Apple's iPHONE5; Buy Nokia's stock to pay for it.
Nokia Still Treading Water, But For How Much Longer? [View article]
Buffet: In short run the market is a voting machine; in the long run a weighing machine
After weighing all the evidence provided on this post Nokia is worth $4
( a 60% return from today's prices). I'm in ! Will not happen till Christmas.