Out Fox The $treet

Anybody following this blog knows that Puda Coal (PUDA) has been one of our favorite stocks. PUDA was a small cap Chinese coal washing company trading at 4x estimates when we originally bought the stock. They are in the process of becoming a coal mine consolidator with numerous deals in the works. These consolidation deals provide huge upside for the stock, Read previous posts for more details on PUDA. Today the stock has hit a high of $15.42 up some 9% easily hitting a new 52 week high and highs not seen in over 3 years. Why? Hard to tell why PUDA has chosen to take wings over the last month while the Chinese markets have swoon. Clearly it trades more based on US investor sentiment then Chinese market action. The likely reason for the lift off is further awareness by the US media. Lately they've been included in reports by Investor's Business Daily, TheSteet.com, and Indie Research. Until recently PUDA flew under the radar rarely getting mention by such publications. Its p...

Typically I don't post videos of companies that are mentioned on TV, but its rare to see somebody talking about one of the small caps that we own. Puda Coal (PUDA) is a leading coal mine consolidator in China and met coal washer. Last night on CNBC Aisa, the CEO of Pacific Sun Investment Management did a great job of discussing the bright future of PUDA. As he mentions, PUDA remains a very cheap stock even  with the huge run the last month. PUDA is a top pick in both the Growth and Opportunistic portfolios. Earnings will be on Friday and we're looking forward to hearing about the mine consolidation process. Disclosure: Long PUDA