SocialPicks Sentiment:
** v.s.
other stocks
|
This Quarter's Sentiment:
|
|
|
ANR Analysis & Videos »
ANR: Bull or Bear?
A Commodity Fund to Track Global Coal Price
ANR
|
|
|
-78.98%
in
1697 days
<> The accompanying table contains a summary and statistics for 16 ETFI global equity indexes and two commodity pool fund ideas, with the short/inverse and defensive themes outpacing the overall market averages over the past year in the midst of ongoing market turmoil around the world. <> Although currently out of favor with investors, new commodity pool fund ideas include timber and coal. The CoalFund is a commodity pool that is structured to track the performance of exchange-traded, near-month futures contracts >>...
|
ANR is a raging bull
ANR
|
|
|
-68.90%
in
308 days
(closed on 05/27/09)
One word to describe this pick: merger but you might wonder what the terms of the merger is, and if it is indeed a merger, in which case the market would see, like i do, that this stock has as of now a 31% premium coming, then why is it's stock where it is? the answer is simple. this is a merger, and as such, is subject to the same predictable behavior as all other merger companies. the stock, whose deal will close in more than 2 months, does not have the demand right now because the market is waiting to see how things play out. That fact is constant in every merger, the most recen< />< /><><>>>< />< />< />< />< />< /><><>< />>><><>< />>>< /><>>< />< /><><>>>< /><>>...
|
Thoughts on Cleveland Cliffs (CLF), Alpha Natural Resources (ANR) Deal
ANR
|
|
|
+0.00%
in
3 hours
(closed on 07/16/08)
First, I have a flood of emails this morning on this subject. I don't have time to answer each individually so please consider this topic my email response. <> Iron ore and coal miner Cleveland-Cliffs Inc (NYSE:CLF - News) said on Wednesday that it would acquire Alpha Natural Resources Inc (NYSE:ANR - News) for $10 billion in cash and stock, expanding its coal assets and positioning itself to capitalize on the boom in the global steel industry.<> Alpha mines vast amounts of metallurgical coal, which is used primarily to make coke, a key component in steel making. It also produces steam co>>...
|
Bookkeeping: LDK Solar (LDK) v Alpha Natural Resources (ANR)
ANR
|
|
|
-8.58%
in
13 days
(closed on 07/29/08)
Alpha Natural Resources (ANR) has retreated a good 15 points since this AM's piece, while Cleveland Cliffs (CLF) has held up (bounced actually a bit) from where I bought it. Now the case is ridiculously compelling to add to ANR to play the arbitrage of the deal - as a reader (and all you emailers point out) So maybe I lucked out because instead of paying up near $120 this AM (where the arbitrage was still in ANR's favor) I bought CLF instead. Sometimes it is better to be lucky than good. Preferably both ;)
Short on cash, I've cut back on LDK Solar (LDK) here - selling 200 of 500 shares a...
|
Alpha Natural Resources Inc.
ANR
|
|
|
-93.74%
in
1802 days
Alpha Natural Resources, Inc. produces, processes, and sells steam and metallurgical coal in the United States. It also involves in the purchase and resale of coal mined by others. The company’s steam coal is used as fuel for electricity generation; and metallurgical coal is used to make coke, a key component in the steel making process. As of December 31, 2007, it owned or leased total proven and probable coal reserves of approximately 617.5 million tons. As of the above date, the company had 8 regional business units that were supported by 32 active underground mines, 26 active surface mi< /><><><><><><>< />>>><><><>>>>><><><>>><><>>>><><>< />>><><><><>>>><><><>>>>>>><><><><><><>>>>><><><>>><><>>>><><><>>>><><><>< />< />>>><><><>>><><>>>><><><>>>><><><>< />>>>>>< /><><>><><><><><>><>>><><>><>>><><>><><>>>><><>><>>><><>><>>><><>><>>><><>><>>><><>><>>>>>>><>><><><><><>><>>><><>><>>><><>><>>><><>><>>><><>><>>><><>><>>>>>><><>< />>>...
|
Coal Stocks Show Signs of Going Higher
ANR
-93.11%
in
1835 days
In a tough tape on Friday Coal
related stocks performed above average and look to continue to run with
profitable expectations growing. Massey Energy (MEE), Alpha Natural Resources (ANR)
and Arch Coal (ACI) all have rising earnings expectations and are at 52 week
highs. Just this past Monday, a broker, David Khani from FBR Capital Markets
raised his price guidance for coal for next couple of years.
|
As Coal Skyrockets, Analysts Are Late to the Party
ANR
|
|
|
+25.64%
in
42 days
(closed on 07/16/08)
<>What can I say - this is simply an epic move.<!----> As I keep saying,coal reminded me of fertilizer last summer/fall - totallyunderestimated. I am simply amazed by the strength and voraciousness ofthis move, even as a super bull on the group. Yet another upgrade in the groupand you are seeing some huge earning revisions and price targets acrossthe board - analysts finally "get it" - after about 40-70% 1 monthmoves across the board. Always timely these analysts. Again, theseguys focus on 1 industry (career/full time job devoted to 1 sector) yetmissed the whole rocketship, only after the shi>...
|
Coal Companies Face Long-Term Challenges, But Business Great for Now
ANR
-91.48%
in
1853 days
5/18 - "Coal’s edge...is that it’s still the low bidder when it comes to costs, despite the recent run-up in prices. Also, everything needed to radiate coal-fired power all over the map already is in place, not only the generating stations but storage, transit and integration with the grid. On both accounts, solar and wind have plenty of work to do."
"Utilities know there will be some kind of legislation and a carbon-capture mandate, but there are no requirements yet or price tag associated with carbon," said Ann Kohler, an energy analyst with Caris & Co. "Regulators are looking at natural...
|
Coal is Just Amazing
ANR
|
|
|
+13.49%
in
13 days
(closed on 06/04/08)
Earlier this month, during a period the dollar rallied a whopping 2%and we were told "the strong dollar is coming!" and all commoditieswere selling off. In response I wrote in this piece [May 1: Walter Industries - the Most Fascinating Company]<><>Iam trying to hand you a gift here, so that you make enough money sothat EVERY reader can invest in my mutual fund when we launch in 2009(right?) - remember, coal is going to be next year's fertilizer... withCNBC anchors aghast at coal and wondering "where did this all comeaction come from, I thought the bubble ended last year with that stupidpotash!">>...
|
Alpha Natural Resources' Solid Results Just the Beginning of a Coal Boom
ANR
|
|
|
+28.43%
in
16 days
(closed on 05/22/08)
As I keep saying, metallurgical coal is about where fertilizer was 15
months ago - we have a long wave of earnings estimates upwards coming
in the year + ahead, with the biggest pushes up in earnings coming in
about a year.<!--more--> Alpha Natural Resources (ANR) is up about 7% premarket as I check off a fabulous earnings report....
just getting started in a long and winding road up over the next year, I
believe. <>I wrote a piece on fertilizer in October 2007 about just howwrong these analysts (who are supposed to be industry experts and justfollow one sector) were... when a no name like me>...
|
Walter Industries a One-Stop Shop for Coal, Natural Gas and Housing
ANR
|
|
|
+12.37%
in
4 days
(closed on 05/06/08)
I've been watching this Walter Industries (WLT)
for 2 months now as it kept showing up on my weekly top performing
lists throughout February;<!--more-->just kicking behind week after week... ....we got you some metallurgical coal (yes!)....we got you some coking coal (yes!)....we got you some natural gas (yes!)....we got you some homebuilder... ... I said... we got you some homebuilder...Ruh roh Raggy!Nowait! Homebuilders are the new darlings of '08... so I got you somemetallurgical coal (steel play), with some coking coal (steel play),with some natural gas, WITH a homebuilder, and as a cherr...
|
Trade: ANR
ANR
-9.41%
in
3 days
(closed on 05/01/08)
I bought 300 shares of ANR at $50.05 based on the trend pullback setup. I had placed a buy stop this morning for the following reasons:
1. The stock has been in a sustained uptrend
2. On Friday it bounced at a major support level
3. Stochastics crossed over at near oversold levels
4. Strong OBV and volume pattern
My stop is at the recent pivot low, around $47.50. My initial targer is the recent
|
Trades: MTL, HAL, ANR, RRC, CSX
ANR
-1.58%
in
10 days
(closed on 04/28/08)
I exited 300 shares of CSX at $60.64 (entry at $56.10) for a $1362 gain (+8.1%).
I exited 100 shares of MTL at $154.40 (entry at $143.46) for a $1094 gain (+7.6%).
I exited 200 shares of HAL at $47.10 (entry at $44.83) for a $454 loss (-5.06%).
As noted in yesterday's update, I made a few entries on pullback:
I bought 300 shares of ANR at $49.14.
I bought 200 shares of RRC at $60.77.
I may
|
People Bullish on ANR
People Bearish on ANR
|
ROCK-STAR INVESTORS
|
|
POPULAR STOCKS
|
|
TODAY'S HEADLINES
|
|
TODAY'S TOP PICKS
|
|
|
Be the first to start a discussion and earn 2 points.
More Resources
|