Mostly: Classical

[Sexton O Blake]

(CHK) & FDG - They spoke about it (them) in the Maker & Breakers section this past weekend - Forbes on Fox (cripes.. the crap I remember)

At any rate.. not a lot of meat compared to what Frank offered, but some press nonetheless.

http://www.foxnews.com/story/0,2933,181087,00.html

Makers & Breakers

• Chesapeake Energy (CHK)

Jordan Goodman, author of "Master Your Money Type": MAKER

Chesapeake Energy is a real play on natural gas prices. Natural gas has actually been down recently but I think it will be going up much higher. We have a long-term supply/demand imbalance with natural gas and Chesapeake Energy is the best way to play that. They just bought Columbia Gas Systems for $2.2 billion and they have huge reserves.

Dagen McDowell: You say it can go up over 50 percent to $50 in just one year. (Friday’s close $32.25)

Victoria Barret: BREAKER

There are a lot of reasons to like this company, including really great margins. But I’m afraid you’re buying at the top and this company has lots of debt, especially because of that acquisition.

Elizabeth MacDonald: MAKER

The debt issue is not a problem. They’ve got $12 billion in assets. A lot of insider buying at this company too.

• Fording Coal Trust (FDG)

Jordan Goodman: MAKER

This is a company that has something called metallurgical coal which is the coal used to make steel. It’s got a 16 percent dividend yield and I think it’s got a lot of upside.

Dagen McDowell: You say it’s heading to $50 in just one year. (Friday’s close $36.52)

Elizabeth MacDonald: MAKER

Supply constraints and worldwide demand will keep coal prices high.

Victoria Barret: MAKER

There’s a huge demand in China for exactly what this company makes.

Dagen McDowell: But the stock has been up for four years in a row and some may say you're buying at the top at this level.


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