Market Vectors Coal
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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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Goldman Sachs Generates Excitement As It Beats Earning Estimates
By Alexander Cho - April 17, 2013 | Tickers: C, CME, FB, GS, TIP, JPM, KOL, NDAQ, NYX, SPY, DIA, GLD, USO, WFC
Goldman Sachs has had another successful quarter as the company was able to grow both revenues and earnings at the same time. The company’s revenues have increased by 1% quarter-over-quarter, with revenues coming in at $10.09B. The company’s operating expense declined by 1% quarter-over-quarter. The company saw an improvement in net earnings of 7% quarter-over-quarter. The company’s results mirrored that of the other banks.
Goldman Sachs more »
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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 »
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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 »
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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 »
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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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The Recent Rally in Chinese Stocks Bodes Well for this Hated Industry
By Justin Carley - January 16, 2013 | Tickers: VALE, FCX, FXI, KOL, BTU
As we start out 2013, things look pretty promising for equity markets. The U.S. equity market remains significantly undervalued, housing is firming, and the start of the great rotation out of bonds may soon be getting under way. While the U.S. remains well positioned for secular outperformance, this year may very well see strong cyclical rallies in both Europe and China. Emerging markets finished 2012 with a return more »
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Big Upside Potential in Coal Stocks
By Andrés Cardenal - December 19, 2012 | Tickers: ANR, ACI, KOL, NSC, BTU
The coal sector has been beaten and bruised over the last years. Companies like Peabody Energy (NYSE: BTU), Alpha Natural Resources (NYSE: ANR) and Arch Coal (NYSE: ACI) are trading at historically low prices, even below levels observed during the financial crisis. The sector is volatile and quite risky, but things may be starting to turn around, and coal stocks have some very exciting upside potential.
Turnaround Prospects
Coal competes more »
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U.S. Coal Producers Set Stage for Export-Driven Recovery
By John Macris - December 19, 2012 | Tickers: ANR, CNX, KOL, PCXCQ.PK
The International Energy Agency released its annual Medium-Term Coal Market Report on Tuesday morning, and the publication reaffirms the view that coal demand is growing on a worldwide basis, despite declining consumption here in the United States. Specifically, the IEA expects coal usage to grow at nearly 5% per annum, with two-thirds of the increase coming from China. Coal consumption in the US is expected to decline by 2.5 more »
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The Middle East Lacks Energy
By Nick Slepko - December 6, 2012 | Tickers: KOL, EGPT, GEX, MES, OIH
After spending over half a century pioneering commodities and other global investments, Van Eck Global has spent the last several years developing exchange-traded products and become the fifth largest ETP provider in the US (and the eighth largest worldwide). Building off their experience developing USD 25 billion in ETFs, their Market Vectors team discusses their reasoning and outlook on the future of frontier and emerging market opportunities.
Nick Slepko more »
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U.S. Energy ETFs
By Joshua Bondy - November 15, 2012 | Tickers: XLE, KOL, USL, USO
The U.S. is constantly in a state of change, and it can be very difficult to find clear and accurate information about the state of the economy. Railroads form one of major parts of the nations' transportation networks, and their week by week data provides an up to date and accurate look at which sectors are growing and which are shrinking. Turning on the television or visiting any news more »
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Buy Coal as US Coal Exports Grow
By Joshua Bondy - November 7, 2012 | Tickers: ARLP, CNX, KOL, BTU
Coal has a negative reputation as dirty fuel leftover the industrialization age. With the advent of cheap natural gas U.S. utilities are turning to natural gas as the low coal consumption in 2012 shows. Regardless, natural gas is starting to stage a turn around. In the midst of all of the hype investors ought to take a look at the long term picture. Increasing natural gas prices will help more »
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Infighting in Indonesian Coal Won’t Dampen Demand
By Peter Pham - October 30, 2012 | Tickers: EIDO, KOL, IDX, PKOL.DL
The shares of the London listed Indonesia based Bumi Plc, which has a significant representation in Market Vectors Indonesia Index ETF : IDX), have gone up by as much as 48% since October 11 following the revelation that Indonesia’s Bakrie family has decided to split the business by buying back their stake from Bumi for $1.4 billion.
Financial irregularities in one of the firms owned by Bakries have created more »
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Overly Generous Fraking Estimates and Bullish Alternative Energies
By Joshua Bondy - October 22, 2012 | Tickers: CNX, FSLR, KOL, BTU
The energy world is a complicated place. The recent natural gas fraking boom has upset the entire energy sector, as alternatives have started to suffer. Yet in any booming market there is room for caution. Recently industry insiders and investors have started to criticize the models used to estimate ultimate recovery (EUR) figures for shale wells. Given the sharp decrease in the production from horizontal shale wells over the first more »
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Energy ETFs are Limited by International Exposure
By Joshua Bondy - October 11, 2012 | Tickers: XLE, IYE, IEZ, KOL, XOP
Adding international exposure to a portfolio is commonly cited as a way to reduce risk and volatility. In the modern interconnected economy international exposure can easily expose investors to hidden risks. Given the localized nature of some markets a given investment thesis may be relevant for the U.S. market, but not for the international market. Rising natural gas and coal prices in America will be very beneficial for U more »
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Thailand’s PTT Banking on a Shift to Coal
By Peter Pham - October 5, 2012 | Tickers: THD, KOL, RDS-B, RDS-A, SPY
Thailand’s leading state owned energy firm, PTT Pcl, is looking for investment opportunities in Africa, Australia, Indonesia, Myanmar and North America as it aims to expand its operations beyond its home territory. Just two weeks ago, the firm announced that it is planning to raise $958 million to finance the expansion as well as for working capital and debt refinancing.
The financing news comes just days after the company more »
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Shenhua Begins Selling Petrol from Coal
By Peter Pham - October 1, 2012 | Tickers: CEO, KOL, PTR
The Hong Kong based China Shenhua Energy Co. (CSUAY), the world’s largest coal producer, revealed on Friday that it is planning to open its first petrol station in the country. By entering into the retail oil market, Shenhua, which is also state-owned, is aiming to become part of the oligopoly of the other three national companies in this sector, PetroChina (NYSE: PTR) Sinopec and CNOOC (NYSE: CEO). Shenhua is more »
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Five Reasons why Coal Stocks could Burn Brighter
By Jonathan Yates - September 25, 2012 | Tickers: BHP, CLF, KOL, BTU, YZC
While 2012 has been a bleak year for companies operating in the coal sector, there are five recent developments that should lead to a brighter future for Cliff Natural Resources (NYSE: CLF), BHP Billiton (NYSE: BHP), Peabody Energy (NYSE: BTU) and Yanzhou Coal Mining Company (NYSE: YZC), and others in the industry.
The first, and most significant, involves the biggest consumer of coal in the world, China. Beijing announced in more »
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