I am not one for recommending equities but I do trade a lot of energy products and what is going on in coal markets is pretty extraordinary.
I believe BHP and Xstrata will benefit from this.
Nor me TWI! Not only that, but my non recommendation is second hand. I have a friend who, in his day, was a very successful LTBH investor. In the 50 years that he's been investing, the number of stocks which exhibit the kind of funnymentals that have sent his elevator to the top floor - could be counted on the fingers of one hand. Roughly one per decade. Now he has added another to this elite list. Shall I tell you what it is? Oh all right then, it's Wellstream (WSM). Definitely one to watch, IMO.
Tim.