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 Alpha Natural Resources Inc.  (ANR)     Rate ANR  -  Discuss ANR  -  Add to Watch List         Graphic_subscribe

       Sector: Energy  >  Industry: Coal
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** v.s. other stocks 		This Quarter's Sentiment:
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61.5%
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ANR: Bull or Bear?

Thoughts on Cleveland Cliffs (CLF), Alpha Natural Resources (ANR) Deal Graphic_rating_buy ANR
Tradermark
63%
 +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
...
By  Trader Mark   (+0.09%  risk: conservative)  07/16/08 Comment


Bookkeeping: LDK Solar (LDK) v Alpha Natural Resources (ANR) Graphic_rating_buy ANR
Tradermark
63%
 -10.16%
in 4 days
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...
By  Trader Mark   (+0.09%  risk: conservative)  07/16/08 Comment


Alpha Natural Resources Inc. Graphic_rating_buy ANR
Foto
37%
 -4.27%
in 8 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...
By  Marian Filo   (-4.25%  risk: conservative)  07/12/08 Comment


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Coal Stocks Show Signs of Going Higher Graphic_rating_buy ANR
+5.46%
in 41 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.
By  Steve Patterson   (+0.46%  risk: aggressive)  06/09/08 Comment


As Coal Skyrockets, Analysts Are Late to the Party Graphic_rating_buy ANR
Tradermark
63%
 +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

...
By  Trader Mark   (+0.09%  risk: conservative)  06/04/08 Comment


Coal Companies Face Long-Term Challenges, But Business Great for Now Graphic_rating_buy ANR
+30.42%
in 59 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...
By  Ann Kohler (Caris & Co.)   (+11.66%  risk: aggressive)  05/22/08 Comment


Coal is Just Amazing Graphic_rating_buy ANR
Tradermark
63%
 +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!"
...
By  Trader Mark   (+0.09%  risk: conservative)  05/22/08 Comment


Alpha Natural Resources' Solid Results Just the Beginning of a Coal Boom Graphic_rating_buy ANR
Tradermark
63%
 +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

...
By  Trader Mark   (+0.09%  risk: conservative)  05/06/08 Comment


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Walter Industries a One-Stop Shop for Coal, Natural Gas and Housing Graphic_rating_buy ANR
Tradermark
63%
 +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...
By  Trader Mark   (+0.09%  risk: conservative)  05/02/08 Comment


Trade: ANR Graphic_rating_buy 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
By  The Market Speculator   (+1.84%  risk: moderate)  04/28/08 Comment


Trades: MTL, HAL, ANR, RRC, CSX Graphic_rating_buy 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
By  The Market Speculator   (+1.84%  risk: moderate)  04/18/08 Comment


6 Bullish Focus List Stocks Graphic_rating_buy ANR
+6.78%
in 8 days
(closed on 04/18/08)
Here are six bullish stocks that head my focus list for tomorrow. Note the strong volume pattern on each of the six momentum plays. NFLX, V, ANR, FDG, ODFL and SWN
By  The Market Speculator   (+1.84%  risk: moderate)  04/10/08 Comment


ANR cheap Graphic_rating_buy ANR
Promo_ecard_snoopy_90x90
81%
 +72.14%
in 217 days
(closed on 10/03/07)

Market sentiment toward coal is over negative. ANR is the cheapest among major companies in this sector.

 

By  googlist   (+12.17%  risk: conservative)  02/28/07 Comment





People Bullish on ANR

mtncbcar
Analyst
N/A
about 20 hours ago

Tradermark
Trader Mark
Analyst
63%
3 days ago

alain.michel32
Analyst
N/A
3 days ago

clfeige
Sr. Analyst
48%
7 days ago

Foto
Marian Filo
Principal
37%
8 days ago


People Bearish on ANR

jf278sol
Analyst
44%
about 1 mo ago

Images
leo stotch
Sr. Associate
76%
2 mos ago

ROCK-STAR INVESTORS
Rank Name Sharpe Ratio Avg Return Followers
1 The Big Bear 12.69 +22.07% 109
2 zoomaddict 12.56 +21.71% 3
3 utopius 11.72 +22.24% 26
4 toxic 10.53 +20.68% 37
5 RJ G 8.39 +21.68% 4


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