STOCKCHASE

He would have taken some off but would have been wrong. Is moving because of the company that is taking it out. Flooding in Australia is going to make things better for Canadian mines.

2011-01-07

HOLD

12.400

Jim Huang

Have strong management. Not a bad deal. Wait before selling and enjoy the upside from higher coal prices.

2010-12-30

SELL

11.840

Jason Donville

In a merger agreement with Walter Energy (WLT-N) and doesn’t expect there will be any more offers. If you own, take your profit.

2010-12-06

HOLD

10.500

Lesley Marks

Possible takeover by Walter Energy (WLT-N).

2010-11-24

HOLD

10.600

Possible takeover by Walter Energy (WLT-N). Doubts there will be another offer. If you own, he would suggest you hold on until the deal happens as it could improve.

2010-11-22

Comment

6.690

Dennis Da Silva

Has done well because of the general view on metallurgical coal, the outlook from a commodity point of view and its operations. Could use it as a trading stock. Currently not in it but looking for an opportunity.

2010-10-14

WAIT

6.800

Jeff Parent B. Eng. FCSI

It has pulled back but is starting to show strength again. If it can break above $6.80 then it is worth buying. Wait until it hits $7. Chance it could drop to $5 otherwise.

2010-10-08

Comment

5.050

Robert Lauzon

Metallurgical coal market is still fairly tight. Prefers Westshore Terminals (WTE.UN-T) which pays a nice dividend and has less volatility.

2010-09-13

DON'T BUY

3.940

Benj Gallander

Couple of years ago he had coal companies on this watch list. None right now. He doesn’t know their financial statements.

2010-08-17

BUY

4.190

Jason Donville

Great company but surprised that it is languishing in the low $4's. Key attraction to this coal company is that they are going to ramp up production faster than anyone else going into 2011-2013. Nice geographical diversification.

2010-08-06

HOLD

4.280

Magnificent resurrection of coal and of the company. Not too comfortable with longevity.

2010-07-29

Comment

4.150

Michael Sprung

Coal market is centred on what is happening in China. Any threat of China slowing down worries him that coal is going to suffer. If you believe in the long-term outlook for steel, demand for coal is going to remain robust. Little too volatile for him.

2010-07-28

BUY on WEAKNESS

3.960

Peter Imhof

When playing any of the coal stocks, you are really looking at what the macro environment is going to be. If China and economy does well, coal will do well. He would treat as a trading vehicle because of its volatility.

2010-07-16

HOLD

3.960

Bill Carrigan

Chart would indicate it has had an ABC correction so he thinks it has already had its correction. Also, the July low is a little bit above the February low. Thinks the worst is over.

2010-07-16

BUY on WEAKNESS

3.650

Martin Hubbes, CFA

Will probably be under pressure until the Chinese PMI turns around. Long-term, coal stocks are probably good investments.

2010-07-05

SPECULATIVE BUY

5.240

John Stephenson

Speculative buy but attractive. Theme is rising metallurgical coal prices that would be the catalyst. Good entry point.

2010-05-28

BUY

5.450

This coal company has emerged in the front line after looking like it was going bankrupt a couple of years ago. Long-term view of about 8 million tons. He is a believer in coal.

2010-05-27

DON'T BUY

4.770

Andrew McCreath

Buying coal stocks depends on a view of the economy. This one is highly volatile. He prefers to be defensive at this point. Contract prices for metallurgical coal will be sent in the next 2-3 weeks and will probably be $225-$230, which implies a trade of around 5X next year's earnings.

2010-05-26

HOLD

4.520

Dennis Da Silva

Ran up on rising prices of coking coal. Now down partly because of market’s pessimism on base metals and materials. Looking for a bottom before he gets back into it. Great leverage and fantastic balance sheet.

2010-05-18

DON'T BUY

5.660

David Baskin

Coal depends on the outlook for steel more than anything else. Traders currently are feeling pretty bearish about steel and therefore about coal. It could be a while before this spikes back up.

2010-05-10

HOLD

6.210

Metallurgical coal. China needs this and Australia can’t supply because it can’t get its infrastructure right. This one is emerging as the foremost company.

2010-04-29

DON'T BUY

6.630

Andrew Cook

There is some more upside in it. He has taken some off the table. On a risk/reward basis, it is not as attractive to him.

2010-04-26

Comment

6.880

Barry Schwartz

Wants to become a top tier international producer of PCI and metallurgical coal. China is importing 10X more iron ore this year meaning their steel demand is insatiable so they need coal. Doesn't see the demand stopping.

2010-04-20

BUY on WEAKNESS

6.780

Jim Huang

Leveraged to PCI and metallurgical coal. Because of the demand for steel, especially in China, met coal prices have really gone up. Speculative.

2010-04-19

HOLD

5.960

Stan Wong

Shows up well in his ranking system. Blew away earnings in the last quarter making $.09 while the estimate was $.01. Looks a little overbought at this point. Would prefer it at the 50 day moving average of about $4.85.

2010-04-08

BUY

6.080

David Burrows

(Market Call Minute.) Likes the coal space quite a lot.

2010-03-31

Comment

6.160

Iron ore prices have just gone up over 90%. With the steel industry back on fire, the whole derivative trade on steel is coming back so iron ore and coal are doing very well. Doesn't like to see expansion so he would be a little careful this year.

2010-03-30

DON'T BUY

5.900

Philip Doyle

Coal producer. Have done a good job of taking mines that were not attractive and turning them around operationally. The risk is commodity risk and it is now more to the downside than the upside.

2010-03-26

BUY

5.580

Jason Donville

News out of China on coal is incredibly positive. You have to get in now. Could be a much different story in a month.

2010-03-23

BUY on WEAKNESS

5.100

Andrew McCreath

Metallurgical coal. Would wait for a pullback to perhaps $4 before entering. Decent company, but small enough that a pullback or disappointment in prices could result in some pressure on the shares.

2010-03-22

Comment

3.210

A little bit suspicious as when the stock was above $9-$10, they had 2 approaches to take the company over and it went way down and is now recovering. Not his preferred coal stock. Solid operations and decent balance sheet but it still doesn't continue on an upsurge, it's not going to go anywhere.

2010-02-04

DON'T BUY

3.450

Charles Lannon

(Market Call Minute) Speculative

2010-01-26

Comment

3.860

David Baskin

Local paper had an article on a 211 million Dollar class-action suit because of insider trading. Hadn't heard anything about it so not sure it has gone out over the wire. (Ed note: Googled and couldn't find anything. Bill.) There is a lot of renewed demand for coal coming from Asia. Coal prices and loading seemed to be going in the right direction.

2010-01-14

DON'T BUY

2.580

Rick Stuchberry

Would prefer to play coal through Westshore Terminals (WTE.UN-T), which gives you yields while waiting for things to improve. (See Remarks under WTE.UN-T.)

2009-12-10

BUY

3.070

Gavin Graham

(Market Call Minute.) Has done pretty well because the price of coal has not gone down as much as people feared. Thinks coal will continue delivering reasonable earnings over the next year.

2009-08-25

BUY

2.880

Colin Stewart

Metallurgical coal and the end game is dependent on the demand for steel. Tends to be some certainty on metallurgical coal prices. This one is well positioned. Longer term outlook is good.

2009-08-20

BUY

2.050

Jim Huang

Just acquired Cambrian Mining and are a stronger company for it. In high-cost coking coal for steel producing but coal price has not recovered. There is talk coal could go to $150 a ton. He considers this one of the higher risk plays that will give you higher leverage.

2009-07-16

DON'T BUY

1.380

Robert Lauzon

Coal is here to stay but will be substituted for cleaner fuels like uranium/nuclear. You want to be in the lowest-cost coal producers and this one is not. Has been teetering on bankruptcy in the last 2 or 3 years.

2009-05-26

SELL

1.320

Jaime Carrasco

He is very cautious on coal. US will be imposing a huge tax on the energy complex and coal will be affected.

2009-05-22

Comment

0.760

Rick Stuchberry

He doesn't own any coals. If you were going to use this as a play on Asia for the longer pull this would be okay. He is positive on the Asia recovery. Thinks there will be pressure on coal prices for the time being but operating costs will be coming down.

2009-04-03

DON'T BUY

4.300

Michael Decter

(Market Call Minute.) Would prefer a bigger coal name such as Fording (FDG.UN-T) or Grand Cache (GCE-T).

2008-09-23

DON'T BUY

7.600

Benj Gallander

Coal has taken a huge hit in the last few days. Even though it has come off it is of no interest to him. Would have to come off a long way.

2008-07-04

Comment

7.500

Bill Carrigan

(Market Call Minute.) Doesn't like spikes. If it rallied a bit, he would get out. Don't let it violate its June low.

2008-07-03

DON'T BUY

10.800

David Cockfield

Company is up for sale and expects it will get taken out. Very volatile situation. If you own, you could hang around and hope to get a better price.

2008-06-20

BUY

6.900

(Market Call Minute.) Very cheap coal stock.

2008-05-27

DON'T BUY

0.690

Part of the very expensive Canadian coal sector. Had a big drop and has been temporarily rescued by a debenture issued and taken up by a UK fund. Kind of dilutive and a desperate rescue plan.

2007-11-27

DON'T BUY

1.810

Robert Floyd

Has been bearish on coal for a little while. A little bit too much steel in the system.

2006-11-13

BUY

3.400

Michael Sprung

The coal market has been extremely good. The demand is very strong and they can produce it fast enough. Expects this to continue.

2006-02-02

BUY

3.590

Peter Brieger

Likes coal as a commodity, particularly the steam coal. A lot of the western coal companies have had problems, particularly in B.C. If you have a three-year outlook, this should be fine.

2005-12-28

WEAK BUY

3.690

Prefers Pine Valley (PVM-T) but this would be his second choice. Extremely knowledgeable management. They're in production and in the process of expanding. If you are buying a basket of junior coal producers this could be included.

2005-12-23

WEAK BUY

3.350

Feels the fundamental situation in the coal industry is fine. Had production and rail transportation problems. These stocks are starting to get much more attractive now. If you want exposure to coal, he would prefer Arch Coal (ACI-N) which is much safer.

2005-11-17

DON'T BUY

3.660

This, along with other western Canadian coal producers, tend to be small and great quality. Turning on now because of the great runup in the price in the metalurgical area. Worried that matalurgical will not be maintained at high levels. There is a distance and a cost in transporting to the coast.

2005-11-10

DON'T BUY

3.750

David Chapman

Coal has been rising in price for quite some time. Has been in an A and B wave and could be in a C wave. Can't see any support.

2005-11-09

BUY

4.800

Gavin Graham

A coal play in western Canada. Price of coal has gone up considerably.

2005-09-06

BUY

4.580

Over the next couple of years will be pretty good for this company. With the new price/valuation and a continuing supply/demand fundamentals being positive in the coal industry they've got a great asset.

2005-07-26

BUY

4.250

The coals have been enigmatic. Burgeoning new producers in the northwest as a result of metalurgical content quality and the global demand. Coals, including this one have started on the move again in the last few days. Have a chance of rising 50%.

2005-07-20

DON'T BUY

3.700

Mine is under construction to increase production. Metalurgical coal prices are set in April each year (2005 is 2 x as high as last year's!) and at today's prices, the company will generate a lot of earnings. He is negative on the world economy in the short term and if right, this stock could not stay where it is.

2005-07-18

VAGUE

3.770

David Chapman

May have broken its downtrend, but important that it had good volume at the same time. If the volume was good, then it's probably at a low.

2005-07-04

DON'T BUY

4.120

Fred Sturm

Have been very interested in the coal sector, but not this stock.

2005-06-22

WEAK BUY

3.380

Bruce Campbell

All stocks with coal have all come off. Got ahead of themselves leading up to year end and have fallen 25/30%. Coal stocks need a catalyst in most cases, so look for an announcement on a new contract, new mine, etc. to help get investor enthusiasm back here.

2005-05-16

DON'T BUY

4.540

Chris Fernyc

Metalurgical coal is very cyclical in nature. A cautionary note on the junior coal companies in Canada:These are mines that are not cost competitive in a commodized industry. If coal prices roll back to $60, these companies won't make any money and will get mothballed again. Extremely high risk.

2005-04-14

BUY

6.200

All the coal stocks have been running very hard. Coal prices are setting higher floors which is the key. Great asset base. Ultimately someone might buy them.

2005-02-07

DON'T BUY

6.260

David Taylor, MBA, CFA

Doesn't know much about this company, but feels there is a mini euphoria going on right now with metalurgical coal. If you've made money, it might be an opportunity to pull some of it back.

2005-02-02

VAGUE

6.100

Peter Brieger

Looking at it and doing some work on it. An interesting company. Have started to ship "pulverized coal" to a company in Korea. A cheaper coal than metalurgical coal and is becoming more popular. There's a financing under way to allow them to bring 2 other properties into production, but you won't see earnings from these until 2007.

2005-01-27

PAST TOP PICK

6.180

(A Top Pick Nov 25/04. Up 10.6%.) Still likes the metalurgical coal sector.

2005-01-19

BUY

5.810

Robert Lyon

Has a couple of mines coming on stream over the next few years. Just signed a big contract with a Chinese steel company. The stock can go a fair bit higher. Cash flow earnings in the next couple of years will probably be $1.30/1.40. Could become a royalty trust and will be worth considerably more than it is now.

2005-01-11

DON'T BUY

5.150

Norman Levine

Pricing of coal has gone through the roof and stocks have probably been over done and will probably come down fast. Would stay out of the way in the near term. Look for China to start exporting steel, especially lower grade steel. Would prefer a Teck Cominco.

2005-01-05

BUY

6.120

Peter Brieger

Will be shipping coal in January. You have to take a 3/4 year view for the outlook on energy. Prices will flucuate, so you can't get head faked out by selling when prices weaken.

2004-12-31

BUY

6.350

Looks like contract price for coal will be $125 for long term which is up fro $58 last year. Likes it a lot.

2004-12-20

DON'T BUY

4.900

Mark Jackson, CFA

Doesn't think they are even in production yet. Prefers Teck Cominco.

2004-12-07

DON'T BUY

4.920

David Chapman

Had a big spike and you shouldn't chase it. Wait for it to consolidate for a while.

2004-12-03

BUY

4.920

Coal prices have increased substantially and if they stay where they are, coal stocks should do very well.

2004-12-03

HOLD

5.800

Relies on the steel industry continuing to do well.

2004-11-25

TOP PICK

5.800

Just about to start their production in Britsh Columbia. Signing an agreement to share the Saxon.

2004-11-25

BUY

3.300