Alpha Natural Resources (ANR) - Blow Out Earnings

I'm like a broken record here - http://www.reuters.com/legacyArticle?duid=mtfh06087_2008-07-29_12-38-06_bng141163_newsml&rpc=44&type=marketsNews">Alpha Natural Resources (ANR) with blow out earnings. However, hedge funds urge you to buy health care stocks with 7% growth so please sell these immediately and run to those. Thank you for your time. (http://www.reuters.com/legacyArticle?duid=mtfh06388_2008-07-29_12-49-05_n29308044_newsml&rpc=44&type=marketsNews">US Steel (X) is also absolutely incredible on the earnings front this morning)

Just a quick bookkeeping note - I am selling some ANR into this spike @ $97 range simply because this market is putrid and hedge funds don't want coal or fertilizer. This is my favorite coal name and one day it should be back to a major stake in the fund - but until money flow returns to the sector I am selling spikes - down to a 1.9% stake. I have been tickled to death with the earnings reports from our portfolio thus far - our stocks are absolutely destroying estimates, pushing guidance up and making us very happy from a fundamental standpoint. But ...