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| DON'T BUY | 31.620 | Gordon Reid | Took a big hit when they had an explosion in a US mine last spring and were cited for a number of safety offences. Sold his holdings. Likes coal but would prefer Alpha Natural Resources (ANR-N) and/or Bucyrus (BUCY-Q). | 2010-09-14 | |
| BUY | 49.410 | Gordon Reid | Thermal coal. About half the electricity in the US comes from coal-fired plants. China is building these plants at an amazing rate also. Need/demand for coal is going to be there for many years to come. | 2010-03-10 | |
| TOP PICK | 25.590 | Dan Rice | Cash flow per ton margin is currently about $6 per ton. Last year they were $3. Thinks the ultimate margin will be $12/15. Heavily involved in steel coal. Very cheap. | 2004-04-23 |
