8 Comments

Thank you. Looks like I have a lot of catching up to do! The main reason I subscribed was because we are interested in so many of the same stocks. I must also say, I very much like your style of writing and analysis.

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Thank you!

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Thank you for these great macro and wider market insights Steve. Was wondering why I had been taken out to the woodshed…

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Me too, ouch

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Great write up, UVD. What are the main reasons you like HCC over AMR?

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If you want lower risk, low cost plus little debt. I believe Alabama has permanent cost advantage due to proximity to the deepwater port. I'm not against AMR

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They say, timing in life is everything. And, I know from experience that this is true. For example I took my first bite of MTLS the day before it took a header. I should have known better. I usually don't buy right before earnings. I reckon the devil made me do it. ;) This is my first read as a subscriber. Have you ever looked at TGB as a copper play?

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Yeah, if you search for $TGB in my posts category, there should be two articles. The only thing that’s hard to find is when I paywall something and the ticker symbol isn’t in the article title

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