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Alpha Natural Resources, Inc.

  • Did Monday’s Market Moving Downgrades Create a Buying Opportunity

    By Brian Nichols - May 15, 2013 | Tickers: ANR, AZO, CTRP

    On Monday we saw several stock-moving downgrades from high-profile firms. While many of these downgrades are warranted, some are following the leader of prior downgrades, and may create upside for the investor. Thus I am looking at the top downgrades to determine if any present value.

    AutoZone (NYSE: AZO)

    In my book Taking Charge With Value Investing (McGraw-Hill, 2013) I present a value-finding formula that I call (10-10-10) which has more »

  • Finding the Right Company to Invest in this Industry

    By Zain Abbas - May 15, 2013 | Tickers: ANR, ACI, CLD

    Coal demand has been squeezed since the sharp decline of natural gas prices. The decline in demand has caused a severe decline in the prices which has meant declining profitability for the coal companies over the last two years or so. To make situation worse, even the global demand for met coal is declining (due to declining demand for steel). This has given some tough time to coal players with more »

  • Dead-Cat Bounce or Genuine Value Opportunity?

    By Jacob Wolinsky - May 6, 2013 | Tickers: ANR, CLF, MCP

    Even though the US stock market is creating new highs, some sectors are languishing. The Dow Jones industrial average has returned nearly 15% so far this year, but coal is one sector that has remained completely oblivious to the broader market rally. 

    It thus comes as a surprise that shares of Cliffs Natural Resources (NYSE: CLF) jumped 4% recently. The company is a producer of iron ore and metallurgical coal more »

  • Another Record Quarter for This Spectacular Coal MLP

    By Robert Ciura - May 5, 2013 | Tickers: ARLP, ANR, BTU

    Investors who dive into socially controversial and economically troubled industries need to have a thick skin. That’s especially true if the industry in question is coal. For a variety of reasons, coal is under fire.

    Operating in the coal industry might give pause to a potential investor. It’s true that coal is under pressure with cheap natural gas and the prevailing push for clean energy sources such as more »

  • Consol Energy Weighed Down By Coal, Not Natural Gas!

    By Peter Epstein - May 2, 2013 | Tickers: ANR, CNX, WLT

    Consol Energy, (NYSE: CNX) is a major force in both natural gas and coal in the U.S. Until recently, the Company's stock price was held back by years of low natural gas prices. Last year natural gas fell briefly below $2 per mcf. At that price, no one was making any money. It's widely believed that a natural gas price comfortably above $3 is required for the more »

  • Is Alpha Natural Resources a Good Stock to Buy?

    By Meena Krishnamsetty - May 1, 2013 | Tickers: ANR, ACI, CNX, BTU, WLT

    Along with many other stocks in the coal industry, Alpha Natural Resources (NYSE: ANR) has seen its stock price fall dramatically over the last couple years (it is currently down 87% from two years ago, and 56% in the last year). Alpha provides both steam and metallurgical coal, each of which has been encountering demand problems over this time. Steam coal, which composes about 80% of Alpha’s production volumes more »

  • Is Alliance Resource Partners a Buy After Massive Out-Performance?

    By Peter Epstein - April 16, 2013 | Tickers: ARLP, ANR, KOL, NRP, BTU

    I've written several articles on coal Master Limited Partnership Alliance Resource Partners, LP (NASDAQ: ARLP) here on TMF. Late last year I opined that Alliance and Natural Resource Partners, LP (NYSE: NRP)were over sold due to fiscal cliff fears. In the past 12 months, Alliance's units are up ~20% while the Market Vectors Coal ETF, (NYSEMKT: KOL) is down close to 25%. Does this substantial out-performance mean more »

  • Is Alliance Resource Partners a Buy After Massive Out-Performance?

    By Peter Epstein - April 16, 2013 | Tickers: ARLP, ANR, KOL, NRP, BTU

    I've written several articles on coal Master Limited Partnership Alliance Resource Partners, LP (NASDAQ: ARLP) here on TMF. Late last year I opined that Alliance and Natural Resource Partners, LP (NYSE: NRP)were over sold due to fiscal cliff fears. In the past 12 months, Alliance's units are up ~20% while the Market Vectors Coal ETF, (NYSEMKT: KOL) is down close to 25%. Does this substantial out-performance mean more »

  • Dead Cat Bounce or Genuine Value Opportunity?

    By Jacob Wolinsky - April 15, 2013 | Tickers: ANR, CLF, MCP

    Even though the US stock markets are creating new highs, some sectors are languishing the wider markets. Dow Jones Industrial Average has returned nearly 15% so far this year but coal remains one sector which has remained completely oblivious to this rally. 

    It thus comes as a surprise that the stock of Cliffs Natural (NYSE: CLF) jumped 4 percent last week. The company is an iron ore producer and a more »

  • Alliance Resource Partners, a Safe Coal Play

    By Peter Epstein - April 14, 2013 | Tickers: ARLP, ANR, KOL, NRP, BTU

    Is Alliance Resource Partners a Buy After Massive Out-performance?   

    I've written several articles on coal Master Limited Partnership Alliance Resource Partners, LP (NASDAQ: ARLP) here on TMF and on Seekingalpha. Late last year I opined that Alliance and Natural Resource Partners, LP (NYSE: NRP)were over sold due to fiscal cliff fears. In the past 12 months, Alliance's units are is UP ~20% while the Market Vectors Coal more »

  • Coking Coal Fundamentals Remain in the Dumps

    By Peter Epstein - April 12, 2013 | Tickers: ANR, BTU, WLT

    Coking Coal Prices Have Most Likely Bottomed, Now What?

    Analysts and pundits, including a handful of equity research analysts, point to a bottoming of coking coal prices as a positive indicator. Some suggest this bottoming marks the time to be bullish on coal stocks as the worst is behind them. I disagree. The coal stocks are dead money for at least the next 3-6 months. Nothing good is happening and more »

  • Coking Coal Fundamentals Remain in the Dumps

    By Peter Epstein - April 7, 2013 | Tickers: ANR, BTU, WLT

    The News in the Coking Coal Space Remains Horrible

    Analysts and pundits, including a handful of equity research analysts, point to a bottoming of coking coal prices as a positive indicator. Some suggest this bottoming marks the time to be bullish on coal stocks as the worst is behind them. I disagree. The coal stocks are dead money for at least the next 3-6 months. Nothing good is happening and more »

  • As Natural Gas Inventories Plunge, Investors Should Watch Coal Stocks Again

    By Mark Holder - April 5, 2013 | Tickers: ANR, ACI, KOL, BTU

    Based on the reaction of natural gas and coal stocks on Thursday, it appears that the market ignored the very bullish natural gas weekly inventory report. In fact, the report was hardly mentioned in financial media.

    For those that originally missed it as well, the weekly inventories for the last full week of March plunged 94 Bcf. In fact, the plunge was so significant that the inventory level dropped below more »

  • It’s Time You Start Paying Attention to This Hedge Fund

    By Meena Krishnamsetty - April 4, 2013 | Tickers: ANR, LVLT, RFP

    It always seems like the Buffetts and Einhorns of the hedge fund world capture the lion's share of media attention. However, there is an abundance of high-quality fund managers on Insider Monkey’s radar screen. One such manager is Michael Johnston of Steelhead Partners. Johnston's $1.3 billion fund primarily divides its holdings between the technology and basic materials sectors.

    His equity portfolio isn’t gigantic by any more »

  • It’s Time You Should Start Paying Attention to This Hedge Fund

    By Meena Krishnamsetty - April 3, 2013 | Tickers: ANR, LVLT, RFP

    It always seems like the Buffetts and Einhorns of the hedge fund world capture the lion's share of media attention. However, there is an abundance of high-quality fund managers on Insider Monkey’s radar screen. One such manager is Michael Johnston of Steelhead Partners. Johnston's $1.3 billion fund primarily divides its holdings between the technology and basic materials sectors.

    His equity portfolio isn’t gigantic by any more »

  • Billionaire Steve Cohen’s Favorite Coal Stock?

    By Meena Krishnamsetty - March 28, 2013 | Tickers: ANR, ACI, CNX, BTU, WLT

    According to a 13G filed with the SEC, billionaire Steve Cohen’s SAC Capital Advisors recently owned 3.3 million shares of Walter Energy (NYSE: WLT), a $1.8 billion market cap coal miner. We track 13F filings from hedge funds as part of our work researching investment strategies (we have found, for example, that the most popular small cap stocks among hedge funds generate an average excess return of more »

  • Is Cliffs Natural Resources a Good Stock to Buy?

    By Meena Krishnamsetty - March 22, 2013 | Tickers: ANR, CLF, CNX, BTU, X

    Iron ore and metallurgical coal company Cliffs Natural Resources (NYSE: CLF) has been pounded by weak demand for steel in the last year (metallurgical coal is used to produce steel, as opposed to thermal coal, which is a fuel for electric utilities). The stock is down 70% in the last year in what has been a more or less steady decline, while the S&P 500 index is up. A more »

  • Is This Coal Giant Worth Buying?

    By Waqar Saif - March 4, 2013 | Tickers: ANR, CLF, BTU

    Based in Cleveland, Ohio, Cliff Natural Resources (NYSE: CLF) is an international mining and natural resources company, producing iron ore and metallurgical coal. The company has four key operating segments; U.S. Iron Ore, Eastern Canadian Iron Ore, North American Coal and Asia Pacific Iron Ore. Low coal prices were the main culprit behind company's weak performance in 2012. Now, the big question is how will the company perform more »

  • The Smart Money’s Favorite Coal Stocks May Surprise You

    By Meena Krishnamsetty - February 28, 2013 | Tickers: ANR, ACI, CNX, BTU, WLT

    Insider Monkey has processed hundreds of 13F filings from hedge funds and other notable investors for the fourth quarter of 2012; these filings disclose many long equity positions, which the investor in question had in their portfolio at the end of December. By aggregating 13F filings, we can develop investment strategies including imitating hedge funds’ most popular stocks in various categories. The most popular small-cap stocks among hedge funds stand more »

  • How To Play The Chinese Coal Boom

    By Marshall Hargrave - February 15, 2013 | Tickers: ANR, ACI, CNX, BTU, WLT

    The Chinese coal boom appears to be continuing to grow, despite some concerns the market could be slowing. Part of the concern has been related to the rising inventories of coal in China, which have led to lower coal prices. However, China continues to be a driving force behind the global rise in coal consumption, burning almost as much coal as the rest of the world.

    Source: Washington Post

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