Comments on Fund My Mutual Fund: Bookkeeping: LDK Solar (LDK) v Alpha Natural Resou...

Take it day by day.Solars have a mind of their own...

2008-07-16T18:58:00.000-04:00

Take it day by day.

Solars have a mind of their own and don't really obey technical charts once the animal spirits come to them. They can be down 20% or up 20% in a week. Depending on the mood.

I've bought a basket so not to be too exposed to any single name and just see how they do. They will be hostage to the market - if the market is a happy place they should do well. If not, probably not.

Mark, what is your strategy for YGE? I has very im...

2008-07-16T18:21:00.000-04:00

Mark, what is your strategy for YGE? I has very impressive run today - I'm curious if it can hold up the gain.

nothing in a vacuumyou need to look at the commodi...

2008-07-16T14:53:00.000-04:00

nothing in a vacuum

you need to look at the commodity space today

its all being hammered except metallurgical coal.

if not for todays announcement it would be destroyed too

in fact, even predominantly THERMAL coal names are hammered 4-5% while their brothers in met coal are up 5%

So would it change your view if ANR was down 5% and CLF down 15% today? If so, then you need to sell. To me, its a non issue. I know what the earnings power will be (or I have my thesis) in the 09 and 10 period. If the stocks were up or down today, really I am ambivalent about. But a daytrader or short term trader would treat it differently.

I'd look around at oil names, nat gas, even fertilizer, and ask why is CLF not down more?

Buying ANR does seem like easy money with the buy ...

2008-07-16T14:49:00.000-04:00

Buying ANR does seem like easy money with the buy out. However since there is no "easy" money what could go wrong. CLF keeps going down?