Walgreens Boots Alliance Inc (WBA)

[big-yank]

NVGS is a premie since scant LNG will be available for transport until Q4/2015 when the first train in the Cheniere Sabine Pass liquifaction plant comes online. The Dominion plant won't clear permitting and licensing until 2018 or later. I like the bulk carrier space for both oil and coal and ore. I like DRYS, NEWL and STNG as speculative plays as oil may become "hot" in the Ukraine and coal demand in Asia has tapped out supply reserves in Australia and Indonesia. China and others are forced to consider new sources including even the U.S. as many power plants were designed to burn coal and are not readily convertible to alternative combustion. I even toyed with buying BTU but thought the better of it. Caveat emptor: NEWL is mega-risky and not for the faint of heart.