iBankCoin
18 years in Wall Street, left after finding out it was all horseshit. Founder/ Master and Commander: iBankCoin, finance news and commentary from the future.
Joined Nov 10, 2007
23,433 Blog Posts

Enjoy “The Black Lung” Plays, Courtesy of President Romney

“Clean coal” will be all the rage once Romney gets in. As you know, Obama is an oil man, subject of middle eastern oil magnates. On the other hand, Romney is beholden to the good folks from the Appalachia, the West Virginians mining for black coal as dark as the night.

Plainly, the American coal industry is under siege from the EPA. A Romney victory will spell instant share price appreciation. The better Romney does in the polls, the higher shares of ANR, ACI, BTU, CLF, WLT and JRCC will go.

Long shot dice rolls, like NAK, might do well too.

Back in 2000, I got long a variety of military stocks because I thought George Bush would be elected President. I made money. Back in 2008, I went long “green stocks” because I felt Obama would get elected. I made money. Now I am long coal and “fuck the EPA” via NAK and ANR, because I feel Romney has a shot to win.

These are trades, gentlemen, not investments. Once the hype dies down, they will be dogs again. In the meantime, use the news to your advantage and play the sentiment.

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32 comments

  1. bill

    Thanks Fly.

    I am enjoying a small ride in ANR. NAK is performing poorly as of now.

    Are you still in ULTA. What is your price target.

    Thanks

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  2. wvufan87

    Here in West Virginia just about everyone has a Fire 0bama, Save Coal yard sign. Support for 0bama here is non-existent.

    (Half of the registered D’s voted for that convict in Texas)

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    • riggedgame

      That’s what happens to your brain when your sister is your mother.

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      • Mister Jinx

        You’re not even smart enough to get the incest joke right. Seriously, give it some thought. Then come back here and admit that you’re likely the inbred one.

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  3. charlie

    Just spent 3 days in Virginia during last week during my East Coast vacation. It’s another HUGE coal area politically, home to JRCC and ANR headquarters. Anti-Obama / Pro-Coal ads are heavily advertised on teevee and radio, as Virginia is a battleground state. ANR could see 15 easily as Romney gains traction IMO.

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    • V

      As my native stomping grounds, southwest Virginia, I visit it often when I can. Much to Romneys advantage he has it sewn the fuck up, West Va, Kentucky ans SW VA will be hands-on-dick Romney all the way, I’m playing into the debates for ANR because I think he will be run his mouth more about coal than big bird and fucking trees next debate, its going to be close gents. Let’s burn one down and ride it out.

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  4. Obummer gonna win
    Obummer gonna win

    Romney has a shot? Yeah, even Ron Paul had a shot.

    Obummer wins running away.

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  5. sspiff

    Clean coal is for pussies. I’m for the new green coal fired supersized SUVs. A dense black fog will hang over the cities killing the weak. Imagine the beauty of giant cars with smokestacks parked in front of Whole Foods.

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  6. James

    Although a Romney win may be good for ANR, apparently an Obama loss is bad for DDD.

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  7. Sir Robert Hooke

    Its going to be close…but Romney wont get in.

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  8. Good Shepherd

    BALLER

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  9. left-wing-liberal-nut-job-commie aka the anti-jakegint
    left-wing-liberal-nut-job-commie aka the anti-jakegint

    Obama let Rommel-Romeny have the 1st debate cause the Big O only performs well with his back 2 the wall.

    his epic fail is part of a grand design to carry Big Mo into his re-erection .
    iow, don’t hold black-lung stocks before next debate

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    • Fred Flinstone

      You are wrong, Obama lacks and substance what so ever, and without a teleprompter he can never win any debate. No one lets someone else win. Obama is a puppet and without instruction can not use any logic to defend himself because he is without substance.

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  10. The Fly

    So the media can declare “Obama got his mojo back” and carry momo into elections?

    Not a bad idea.

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    • JTU

      Chinese steel prices increased 6% today, the biggest jump in a month on reduced inventories. This is also helping out steel and coal stocks.

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  11. screwey Louey

    Has anyone bothered to look into Obama’s past and whether he received money from
    the Saudis? Isn’t it true that they give money to militant black Muslims in
    America (like Louis Farrakhan) and isn’t it true that Obama was at the million
    man march with ‘screwey Louis’ Farrakhan?

    http://www.freerepublic.com/focus/f-news/1993269/posts

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    • elizamae

      Who was the last US president that DIDN’T have relations with the Saudis? Grover Cleveland?

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  12. Mister Jinx

    Obama is giving away too much free stuff to losers in order to lose the election. The 47% comment was right on the mark. Add on top of that about 1/3 of the remaining 53% foolishly wanting to vote for him due to social issues, ignorance, or something else, and we’re all fucked.

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    • riggedgame

      You will be fucked if Romney gets in.

      Stock investors have seen a DOUBLING of their holding after 3.5 years of Obama.

      This is after stocks LOST 40% during eight years of Moron Bush 43.

      Any investor who is not INSANE will be pulling for an Obama win, rather that Bush 44 (Romney).

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      • Stack

        Based on that theory, why wouldn’t you just heavily short a Romney victory? You can make money on the down side…

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  13. zookini

    i’m off a good 1.6%

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  14. JTU

    Chinese steel prices increased 6% today, the biggest jump in a month on reduced inventories.

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  15. TeahouseOnTheTracks

    More Romney/Appalachia stock plays on Fly’s coattails (No Tophat) …

    Mountain Dew (PEP)

    Dental Implants (NOBN.VX)

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  16. Rhino

    I’m “renting” ANR currently.

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  17. Narwahl

    Would TC be a screw the EPA play as well? It’s been obliterated for weeks. Is there an oversold squeeze coming, or has it been left for dead?

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  18. Dental Implants

    Pretty great post. I simply stumbled upon your blog and wanted to say that I’ve really enjoyed surfing around your blog posts. In any case I will be subscribing for your feed and I’m hoping you write once more very soon!

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