Arch Coal, Inc.
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Will Coal Companies Recover in 2013?
By Lior Cohen - May 23, 2013 | Tickers: ACI, CLD, CSX
Shares of leading coal mining companies have tumbled down in the last several months: Shares of Arch Coal (NYSE: ACI) plummeted by 26.5%. Do these companies have a silver lining? Will they recover from their tumble in the coming months? Lets’ examine the latest developments in the coal industry and try to determine if coal companies are likely to rally in 2013.
Will Production Rise in 2013?
In the more »
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Finding the Right Company To Invest in This Industry
By Zain Abbas - May 20, 2013 | Tickers: ANR, ACI, CLD
Coal demand has been squeezed since the sharp decline of natural gas prices. This decline in demand has caused a severe decline in prices, resulting in declining profitability for coal companies over the last two years or so. To make the situation worse, even the global demand for met coal is declining (due to a declining demand for steel). This has created a tough time for coal players with large more »
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Beaten to Pulp, Now Time to Buy?
By Jacob Wolinsky - May 20, 2013 | Tickers: ACI, MCP, TC
This could well be a season of corporate turnarounds. As U.S. equities continue to trend higher on better results and an improving economy, even laggards and beaten down stocks such as Thompson Creek Metals (NYSE: TC), Arch Coal (NYSE: ACI), and Molycorp (NYSE: MCP) are now recovering. Is it worth considering putting your money in these stocks? Here is a closer look:
Thompson Creek Metals on sale
Thompson Creek more »
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Play the Coal Rebound With These Stocks
By Mark Yagalla - May 16, 2013 | Tickers: ACI, CNX, CSX, NSC
It's important for investors to understand that there are two types of coal mined. The first is thermal coal which is used by power plants to heat homes. The second is metallurgical coal which is used by steel plants to produce steel. Each one has been affected by different market dynamics that delivered a two-prong hit to the entire coal industry.
Thermal coal has been hit by cheap natural more »
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The Best Way to Play the Coal Rebound
By Piyush Arora - May 7, 2013 | Tickers: ACI, BHP, BTU
Those who thought that coal was a fuel of the past are gravely mistaken. Natural gas may have replaced coal in the U.S, but rising energy demand in Asia is forcing countries like India, Japan and China to shift toward coal gasification technology. As a result, global coal demand is expected to grow at a rate of 17% over the next four years, which has revived hope for coal-mining more »
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Buy This MLP for Its Dividend Yield and Long-Term Growth
By Shas Dey - May 6, 2013 | Tickers: ARLP, ACI, BTU
Alliance Resource Partners (NASDAQ: ARLP) operates in the coal industry, which has been going through a rough phase over the last few years. All companies in the industry suffered because of the slowing coal demand and low average coal price. Alliance was one of the least affected companies in the industry.
Alliance is the nation’s first publicly traded Master Limited Partnership (MLP) involved in production and marketing of coal more »
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Cloud Peak Energy, What Will Make it Peak?
By Peter Epstein - May 3, 2013 | Tickers: ARLP, ACI, CLD, CNX, BTU
Cloud Peak (NYSE: CLD) is a very good coal producer. As a result, its stock has held up far better than U.S. peers, many of which have been slaughtered. Only Alliance Resource Partners, (NASDAQ: ARLP) a coal MLP and Consol Energy, (NYSE: CNX) have performed better. Alliance has benefited most from the rebound in natural gas prices to above $4 per mcf from $2-$3 per mcf last year more »
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How Will Solar Affect U.S. Coal Miners?
By Joshua Bondy - May 3, 2013 | Tickers: ACI, BTU, SPWR
Solar is growing and U.S. coal has been in a tough market. A simple extrapolation of recent growth rates points to the complete dominance of solar over coal. Taking account of legal constrictions and solar's inherent constraints, it is highly unlikely that solar will completely replace coal. Also, the increase in coal exports shows that U.S. coal miners have other growth avenues.
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Are There Diamonds in the Coal Patch?
By James Catlin - May 3, 2013 | Tickers: ACI, KOL, BTU
Recently the coal market has operated under increasing pressure as natural gas usurps coal as the fuel of choice for energy production. The coal ETF Market Vectors Coal (NYSEMKT: KOL), which tracks miners, is down 32% in the last year alone and almost 60% over the last two years. Some 42.7% of this ETF is composed of US-based companies, and a majority are pure coal plays.
But before value more »
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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 »
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This Coal Stock Can Still Give You Returns
By Shas Dey - April 28, 2013 | Tickers: ACI, BTU, WLT
Walter Industries (NYSE: WLT) is a leading metallurgical coal producer for the global steel industry with strategic access to steel markets around the world. Recently, it has been facing a number of issues, due to which the financial performance has declined. Some of these issues are not company specific and are affecting the whole industry.
The stock reached an all-time high price of around $143 in April 2011. But it more »
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Coal Will Rebound Slowly but Surely
By Joshua Bondy - April 6, 2013 | Tickers: ACI, KOL, BTU
Natural Gas and coal are two of the basic fuels for generating electricity. Natural gas is difficult to transport, but it is more environmentally friendly than coal. In the midst of low prices, natural gas drillers reduced their drilling and now coal has slowly started to come back. Picking the best coal miner to invest in is critical because many miners are stuck in expensive formations or faraway from growth more »
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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 »
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Coal Will Rebound Slowly but Surely
By Joshua Bondy - April 4, 2013 | Tickers: ACI, KOL, BTU
Natural Gas and coal are two of the basic fuels for generating electricity. Natural gas is difficult to transport, but it is more environmentally friendly than coal. In the midst of low prices, natural gas drillers reduced their drilling and now coal has slowly started to come back. Picking the best coal miner to invest in is critical because many miners are stuck in expensive formations or faraway from growth more »
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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 »
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Will Coal Make a Comeback in 2013?
By Lior Cohen - March 21, 2013 | Tickers: ACI, NRP, BTU
Major coal mining companies haven't performed well in recent years. Perhaps the recent increase in the price of natural gas will help rally the coal industry: Since the price of natural gas didn't reach the low prices it did back in 2012, this should raise the demand for coal in the electricity industry. Will the recent rally in the price of natural gas help raise the revenues of more »
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New Stock Purchases in Tom Gayner’s $2.4 Billion Fund
By Meena Krishnamsetty - March 19, 2013 | Tickers: AHGP, ACI, BG, LMCA, RFP, STRZA
Markel Gayner Asset Management is the investment division subsidiary of Markel Corp. and is headed up by Tom Gayner, who also spends his time as the CIO of Markel. The fund is directed by the SEC to release its holdings every quarter in a document known as a 13F filing. We look forward to the release of these filings, as we use them to create proprietary, retail-friendly strategies that have more »
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A Must Buy Energy Stock
By Waqar Saif - March 8, 2013 | Tickers: ACI, CNX, BTU
The American energy company, CONSOL Energy (NYSE: CNX), produces coal and natural gas for the purpose of power generation and steel making. It is not only the largest producer of underground coal in the United States, but also the top producer of high BTU bituminous coal in the country.
Quarterly earnings
In the fourth quarter of 2012, CONSOL beat estimates and reported earnings of $150 million, or $0.43 per more »
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An Energy Giant Undervalued by 40%
By Waqar Saif - March 1, 2013 | Tickers: ACI, CNX, BTU
Headquartered in St. Louis, Peabody Energy Corporation (NYSE: BTU) is the biggest private-sector coal company in the world. Its chief businesses include mining, sale, and distribution of coal. The company also trades coal through its offices located in Australia, China, Germany, United Kingdom, Indonesia, United States and Singapore.
Quarterly Earnings
On Jan. 29, Peabody Energy released its earnings for the fourth quarter of 2012. The company reported adjusted earnings per more »
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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 »
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