tag:blogger.com,1999:blog-2335748440449035592.post8693074975755192216..comments2008-02-08T09:10:23.761-05:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2335748440449035592.post-71407805894968591242008-02-08T09:10:00.000-05:002008-02-08T09:10:00.000-05:00there is really no 1 name to give you the best. ACI/BTU/CNX are most similar although some are more Appalachian coal and others Wyoming - different costs and BTU production. BTU has the exposure through Australia but also more near term bottlenecks. MEE is a different animal altogether with its focus on metallurgical instead of steam coal. I have a basket, and will probably be adding ACI on a pullback. This is because I don't have a clue which investors will take the most shining too, so I am building a basket, like I try to do in most sectors I like.TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-67032877518339494132008-02-07T23:18:00.000-05:002008-02-07T23:18:00.000-05:00yea this story certainly is picking up some momentum finally on the mainstream level.<BR/><BR/>if you had to pick 1 name to give the best exposure to the coal story would you just go with the KOL etf basket or would you pick out a specific company like Arch? I can't decide if I want basket diversification or just pick 2 names in the sector for instance best of breed and best value. Arch and then BTU under 50 is what I was leaning towards. the weighting in the etf isn't really luring me to it.madhatterhttp://www.blogger.com/profile/09190401467783694097noreply@blogger.com