Arch Coal Inc.

ACI-N

0.00
0.00 (0.00%)
This company is not ACTIVE.

Analysis and Opinions about ACI-N

Signal
Opinion
Expert
COMMENT
COMMENT
October 27, 2015

A very contrarian stock. A lot of coal companies are on his Watch list. Unfortunately, most of them are in very, very scary positions. The regulatory environment has changed and the attitude towards coal has gotten far more against it. They had a $1.8 billion debt load in 2010 and it is now over $5 billion. Tried to do a deal with note holders but they said No. He sees Chapter 11 for this company, so anybody investing in it is taking a tremendous chance.

Arch Coal Inc. (ACI-N)
October 27, 2015

A very contrarian stock. A lot of coal companies are on his Watch list. Unfortunately, most of them are in very, very scary positions. The regulatory environment has changed and the attitude towards coal has gotten far more against it. They had a $1.8 billion debt load in 2010 and it is now over $5 billion. Tried to do a deal with note holders but they said No. He sees Chapter 11 for this company, so anybody investing in it is taking a tremendous chance.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$1.550
Owned
No
COMMENT
COMMENT
November 17, 2014

He is looking at the coal sector. The major problem with these companies is that they have awful balance sheets. It is hard to predict which will survive. It could also end up having tremendous returns.

Arch Coal Inc. (ACI-N)
November 17, 2014

He is looking at the coal sector. The major problem with these companies is that they have awful balance sheets. It is hard to predict which will survive. It could also end up having tremendous returns.

Benj Gallander
President, Contra the Heard Investment Letter
Price
$2.650
Owned
Unknown
BUY WEAKNESS
BUY WEAKNESS
December 3, 2012

Coal space is going to be challenged for a while. No bullish catalyst coming any time soon. The Gas / Coal debate will rage for years. It is making a bottom and you would want to take advantage of pullbacks to accumulate but there is no rush.

Arch Coal Inc. (ACI-N)
December 3, 2012

Coal space is going to be challenged for a while. No bullish catalyst coming any time soon. The Gas / Coal debate will rage for years. It is making a bottom and you would want to take advantage of pullbacks to accumulate but there is no rush.

Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$6.640
Owned
Unknown
HOLD
HOLD
February 13, 2012
In general, he likes coke and coal. Probably the best way to play this is through Teck Resources (TCK.B-T) in Canada. But if you are looking at thermal coal, which this company principally produces, with natural gas prices so cheap, there is incentive to switch out of coal. Wouldn't add to this name.
Arch Coal Inc. (ACI-N)
February 13, 2012
In general, he likes coke and coal. Probably the best way to play this is through Teck Resources (TCK.B-T) in Canada. But if you are looking at thermal coal, which this company principally produces, with natural gas prices so cheap, there is incentive to switch out of coal. Wouldn't add to this name.
John Stephenson
President & CEO, Stephenson & Company Capital Management
Price
$13.860
Owned
Unknown
HOLD
HOLD
May 7, 2008
Coal is a sector that has been absolutely hot. Any coal stocks should be a Hold. The issue with the big winners is that they are quite extended from the start of their run. Long-term fundamentals for coal continue to look very good. A significant pullback of 15% or 20% would be your opportunity to buy. Sentiment will be negative at that point but it is a much better risk/reward ratio for a longer-term play.
Coal is a sector that has been absolutely hot. Any coal stocks should be a Hold. The issue with the big winners is that they are quite extended from the start of their run. Long-term fundamentals for coal continue to look very good. A significant pullback of 15% or 20% would be your opportunity to buy. Sentiment will be negative at that point but it is a much better risk/reward ratio for a longer-term play.
Paul Thornton
President, Investor Boot Camp Online
Price
$63.600
Owned
Unknown
SELL
SELL
March 19, 2008
Has pulled back to much for his liking.
Arch Coal Inc. (ACI-N)
March 19, 2008
Has pulled back to much for his liking.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$40.100
Owned
Unknown
BUY
BUY
February 15, 2008
(Market Call Minute.) Would be a buyer, especially in this weakness.
Arch Coal Inc. (ACI-N)
February 15, 2008
(Market Call Minute.) Would be a buyer, especially in this weakness.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$49.400
Owned
Unknown
BUY
BUY
January 4, 2006
Has been performing tremendously and is trading at all-time highs. Likes the energy sector.
Arch Coal Inc. (ACI-N)
January 4, 2006
Has been performing tremendously and is trading at all-time highs. Likes the energy sector.
David Burrows
President & Chief Investment Strategist, Barometer Capital Management
Price
$84.590
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
November 29, 2005
(A Top Pick Sept 21/05. Up 8%.) Their coal is up from $10 to $20 a ton. Because they have long term contracts, they don't get the full price.
Arch Coal Inc. (ACI-N)
November 29, 2005
(A Top Pick Sept 21/05. Up 8%.) Their coal is up from $10 to $20 a ton. Because they have long term contracts, they don't get the full price.
Jean-Francois Tardif
Senior Portfolio Manager, Sprott Asset Management
Price
$75.360
Owned
Yes
TOP PICK
TOP PICK
September 21, 2005
Located in an area were coal prices are $11 a ton. Expect the price will go up to $20 within the next 2 years.
Arch Coal Inc. (ACI-N)
September 21, 2005
Located in an area were coal prices are $11 a ton. Expect the price will go up to $20 within the next 2 years.
Jean-Francois Tardif
Senior Portfolio Manager, Sprott Asset Management
Price
$67.680
Owned
Yes
BUY
BUY
November 29, 2004
In thermo coal which has underperformed metalurgical coal. Starting to look interesting for them.
Arch Coal Inc. (ACI-N)
November 29, 2004
In thermo coal which has underperformed metalurgical coal. Starting to look interesting for them.
Norman Levine
Managing Director, Portfolio Management Corp
Price
$37.890
Owned
No
TOP PICK
TOP PICK
June 4, 2004
A sort of alternative energy play.
A sort of alternative energy play.
Alison Deans
Chief Investment Officer, Lehman BrothersPrivate Client Services
Price
$31.640
Owned
No
TOP PICK
TOP PICK
April 23, 2004
Cash flow per ton margin is currently about $6 per ton. Last year they were $3. Thinks the ultimate margin will be $12/15. Cheap.
Arch Coal Inc. (ACI-N)
April 23, 2004
Cash flow per ton margin is currently about $6 per ton. Last year they were $3. Thinks the ultimate margin will be $12/15. Cheap.
Dan Rice
Portfolio Manager, State Street Research
Price
$33.060
Owned
Yes
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