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A Value Play Too Good To Ignore

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The coal industry may be in structural decline, but there are still individual companies out there that make for a tremendous short-term value play

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Oil prices this week are responding to what we call a “fear premium” based on tensions in the Middle East sparked by a very vague claim of “sabotage attacks” on Saudi oil tankers off the coast of the UAE. But with the Middle East being what it is - an eternal tinder box that external powers like to

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