DHUnplugged #159: China May Wreck The World

Coal companies may see some volatility as the EPA ruling is overturned. Watch natural gas an thermal coal stocks. Also, we discuss the horse-cocky coming out of China and lots more!

 

 

A few stocks discussed along with a slew to look at further.

Comments on EPA Ruling:  Keep coal stocks, especially thermal coal stocks, on your radar for tomorrow following the U.S. Court ruling about pollution limits, which was positive for coal stocks and negative for nat gas futures Coal – ACI, ADES, ANR, ARLP, BHP, BTU, CNX, HW, JRCC, PCX, YZC, RNO, CLD, TCK… WLT is also a coal name, but is known as a met-coal play (most are thermal coal plays.)

NEW! We are now tracking the idea stocks that Andrew and John highlight in each episode. Here is the link

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Disclosure: Horowitz & Company clients may hold positions of securities mentioned as of the date published.

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One Response to “DHUnplugged #159: China May Wreck The World”

  1. Ben

    I watch the show, because I want to get new ideas on a variety of stocks that I might not have considered otherwise. I loved John’s epic Netflix short and I was with you on PCLN. I don’t always agree, I just took a long position in DELL, god save me.

    I recently left my job at WF private bank and I started my own RIA. I am in the process of making an online platform to provide fee-only active management accounts to clients who would not otherwise have that service available to them. I currently just have a few clients that came with me from the Private bank, but I expect to have the site up and running within a month.

    Thanks for the podcast and keep up the great work.

    Reply

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