Noting how the Democrats are pushing for a coal-to-liquids energy plan to support a bullish view on coal shares. He suggests Consol Energy (CNX) and Arch Coal (ACI). If he had to choose, Cramer said he'd go with Consol as it has the highest cash margins, and much of its coal production is "locked in," making it more stable. In addition, it has about 64 years worth of reserves and could even be a takeover target, he said. His favorite name is Peabody Energy (BTU) and is well placed to supply coal to China and India, with 8% of its reserves in Australia. Plus, China is getting rid of its import tariff on coal, which is good for foreign competitors like Peabody that want Chinese exposure. Further, Peabody has "great visibility," he said, and is set to establish the first coal-to-liquids facility in the U.S. this year. It is the less-risky way to play the technology, Cramer said. Next, he recommends LodgeNet Entertainment (LNET) and says the co has room to grow as it starts offering more services, he said. Additionally, the co is looking to get into timeshares and hospitals, as well. He also favors its merger with On Command.
Know how to make God laugh?
Tell Her your plans ....
