ARLP - The Super Bowl Winner

[B.J]

Outstanding write-up. Thanks for the pick.

[Dave]

Pulled some cash together to get in on this one, as its going to be too easy!

Oh, and did I just spot Bruce?!?!?!? Not only did I spot him, but it appears he has reformed!?!?!?!?!?! Well, since he is back, what better way to welcome him than with a classic $$$MR. MARKET$$$ pick!

-Dave

[scifos]

It will be STEELERS 17 PATRIOTS 10

Steelers 20, Patriots 14

[bec1nj]

To Dave

Yes, I have reformed and wisened up. Hope you are doing well and being HUGE as well. Wow, what a thorough write-up by Ernie and congrats.
Bruce

[df21084]

This In,coal has to be shipped by rail. Ernie how about finding a good raiklroad for us.

Norfolk Southern Corp (NSC) would probably be my pick. 21,500 miles of rail.

[New-born baby]

Bni

RL,

The railroad you might look into immediately is BNI. Announced earnings this morn at .91 per share; First Call had est. earnings at .79

[RL]

Thanks Much

What a great sight this Is I'm getting right on It

[MEA_1956]

Rail pick

GWR === Is my two cents worth if someone is looking to get into this Sector. ===> M.E.A.

[sherry]

Arlp reports record restults - div increase

(I've never posted here but have owned arlp for awhile now) slm

http://www.marketwatch.com/tools/quotes/newsarticle.asp?print=1&symb=ARLP&guid={EBF6E5E6-ABA7-45EF-99EC-338172BD1EA1}&siteid=mktw

Alliance Resource Partners, L.P. Reports Record 2004 Financial Results; Increases Quarterly Cash Distribution by 15.4% to $0.75 Per Unit; and Provides Guidance
1/27/2005 7:00:00 AM


TULSA, Okla., Jan 27, 2005 (BUSINESS WIRE) -- Alliance Resource Partners, L.P. (ARLP) today reported record annual financial results for the year ended December 31, 2004. The Partnership's net income rose 60% to a record $76.6 million compared to 2003 net income of $47.9 million. Net income per basic limited partnership unit in 2004 increased to $4.09, as compared to $2.71 per unit in 2003.

[New-born baby]

Dividends are nice

Wow.

I was watching ARLP and could have picked it up today for $69.15, with a dividend day coming next week for $.75--and the market was so brutal I was afraid to.

I know it is a HUGE pick, but I hate being upside down.

[billyjoe]

They say a person can get numbers to say whatever they want and I guess that's the case here. IBD has ARLP in the "downs" for earnings today. Earnings down 40.2% from prior years same quarter and 54% under expected estimates. If this is true why didn't ARLP drop drastically today? What nunbers are significant? I've seen stocks drop 20% by missing earnings by 2 cents. It makes no sense. Please someone explain .
billyjoe

[Runner]

They say a person can get numbers to say whatever they want and I guess that's the case here. IBD has ARLP in the "downs" for earnings today. Earnings down 40.2% from prior years same quarter and 54% under expected estimates. If this is true why didn't ARLP drop drastically today? What nunbers are significant? I've seen stocks drop 20% by missing earnings by 2 cents. It makes no sense. Please someone explain .
billyjoe

Billyjjoe, that is a very good question. I don’t look into earnings much because I’m not in long enough for that to matter. If I got this right a stock with good earnings rebounds better if it gets slammed, I guess. Maybe it depends on how well the big dogs like what they here? I would like to hear what others have to say about your post.

[mrmarket]

They say a person can get numbers to say whatever they want and I guess that's the case here. IBD has ARLP in the "downs" for earnings today. Earnings down 40.2% from prior years same quarter and 54% under expected estimates. If this is true why didn't ARLP drop drastically today? What nunbers are significant? I've seen stocks drop 20% by missing earnings by 2 cents. It makes no sense. Please someone explain .
billyjoe

Stocks with very high PE ratios will be taken out back and shot if they miss earnings by even a penny.

Stocks with low PE's (the ones I favor) don't react as badly to negative news because they are already cheap.

[billyjoe]

Thank you Mr.Market, I've never heard that before . Your explanation makes a lot of sense. Another reason why you are so huge!
billyjoe

[Runner]

Mr. Market, you da man, what you just explained makes perfect sense. What is your max tolerance of a stocks PE? I’m not much of a fundamental guy, but would be interested in learning a little about this. I may have heard somewhere that many investors focus on PE’s under 25? Maybe someone can enlighten me?