“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.