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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Dennis 3 who wrote (46894)	3/5/2012 12:31:28 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78525

re BTU @31.13$- >>I have started buying some more of BTU<< Me too, I got two batches (IRA and taxable account) today at a little more than 31$. I think I'll also add to CNX close to 30$. As for BTU, I like their international scope (Australian assets). Even if China slows down, they still will need more coal and Australia has prime coal resources that can be shipped to China. China has it's own coal industry but there is a lot of cost pressure from increasing salaries(~10-15%/year) , the native inflation and currency appreciation (~5%/year). Australia has some of that too but i think theirs will moderate.