Alliance Holdings GP, L.P. (NASDAQ:AHGP)

CAPS Rating: 5 out of 5

The Company is a producer and marketer of steam coal to United States utilities and industrial users.

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Member Avatar subsurfacemapper (65.11) Submitted: 2/10/2013 1:17:04 AM : Outperform Start Price: $48.00 AHGP Score: +7.95

Fool screen: roe 17, own 5, rev incr 15, profit incr 15, midcap

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Member Avatar as10675 (93.64) Submitted: 9/17/2012 8:07:13 PM : Outperform Start Price: $18.09 AHGP Score: +174.44

Achieved Capital Gain of 85.5%. Return of Capital (ROC equivalent yield) 5.8%. ROC-Yield on Cost (YOC) 10.8%. This is not a stock, it is a Master Limited Partnership (MLP). Sold position in IRA to avoid possible double taxation from recapture of depreciation (unrelated business income tax - UBIT) when I am retired. See Ken Reel articles on Seeking Alpha for IRS Form 990T reporting of UBIT on MLP's held in IRA’s. Reinvested proceeds in other dividend growth stocks that are listed on my MF score card. Still hold position in Brokerage account and reinvesting ROC. Capital Gain displayed is shown as 121.1%.

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Member Avatar WilliamCrook2003 (71.47) Submitted: 6/17/2011 6:53:38 AM : Outperform Start Price: $39.07 AHGP Score: +15.00

Positive Stock for the next few years

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Member Avatar adan04 (94.15) Submitted: 6/1/2011 8:23:09 PM : Outperform Start Price: $40.32 AHGP Score: +14.44

low P/E cash fountain, on sale

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Member Avatar buckazoid (95.91) Submitted: 4/15/2011 11:57:18 AM : Outperform Start Price: $42.36 AHGP Score: +7.02

Result of my fundamental-quality screen: high dividend yield, high ROE, some insider ownership, consistently high CAPS rating (4-5 stars over three years).

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Member Avatar mrindependent (96.18) Submitted: 3/3/2011 9:11:05 AM : Outperform Start Price: $46.81 AHGP Score: -6.66

I think oil and gas still has room to rise for a few months or more. This pick looks good because it has a stockscouter rating of 9 and CAPS 5.

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Member Avatar gudyka (45.47) Submitted: 8/21/2010 11:01:42 PM : Outperform Start Price: $31.90 AHGP Score: +24.29

Coal isn't going away anytime soon.

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Member Avatar Randseed (32.54) Submitted: 5/17/2010 5:57:50 PM : Outperform Start Price: $23.88 AHGP Score: +100.60

Coal is still going to be used for power generation. It will take decades to get nuclear power generation built up in the United States to the point that it can satisfy most of the energy needs.

Also, coal can be converted to fuel. This is not something that is feasible right now due to the price and availability of crude oil, but as oil supplies dwindle or if a major war breaks out and oil supply is cut off, the price of coal is going to climb, and it will be made far more valuable.

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Member Avatar BeaterOfFools (46.26) Submitted: 3/13/2010 7:53:11 PM : Outperform Start Price: $26.79 AHGP Score: +72.64

Red Raider is Lord

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Member Avatar Robthepoor (57.84) Submitted: 11/18/2009 5:51:18 PM : Outperform Start Price: $18.55 AHGP Score: +169.78

The dividend itself is worth holding it and the management holding a large % of the company shows there geared for future success

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Member Avatar Kimball84 (84.08) Submitted: 11/16/2009 8:04:36 PM : Outperform Start Price: $18.17 AHGP Score: +177.54

good dividend, greater than 50% ownership

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Member Avatar KARABALIS (< 20) Submitted: 10/15/2009 4:07:38 PM : Outperform Start Price: $16.94 AHGP Score: +199.20

MMP, OKS, NGT, EPD and a few other partner trusts all are involved in natural gas well leases. As more and more corporations realize all the benefits of natural gas over coal and oil, natural gas prices are bound to increase. As a result, these companies will generate even greater profit than they are now. Result=stock price rises and high dividends continue.

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Member Avatar wooderino (94.00) Submitted: 9/22/2009 1:36:08 PM : Outperform Start Price: $16.62 AHGP Score: +203.76

strong 5 year ROE& profit margin improvement and still at reasonable PE ratios

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Member Avatar hblyth1 (49.02) Submitted: 7/19/2009 2:12:15 PM : Outperform Start Price: $16.27 AHGP Score: +187.96

My value sceen made me do this.

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Member Avatar zolojetto (76.54) Submitted: 4/1/2009 8:17:32 PM : Outperform Start Price: $12.27 AHGP Score: +285.31

Cup with handle...

Also fundamentals look great...

ROE!!!!
EPS(MRQ) compared to same quarter last year!!!
dividend yeild
Institutional support

Concerns:

RSI below 50
MACD bearish crossover :(

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Member Avatar sethsimon (80.04) Submitted: 1/1/2009 4:57:45 PM : Outperform Start Price: $10.79 AHGP Score: +371.93

Per TMF article -- 12/31/08

CEO has 75% of shares.

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Member Avatar srk85 (< 20) Submitted: 12/22/2008 9:51:48 PM : Outperform Start Price: $10.48 AHGP Score: +382.11

Good value compared to industry average with a good dividend to match.

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Member Avatar dfcards (87.83) Submitted: 10/20/2008 1:13:45 AM : Outperform Start Price: $12.98 AHGP Score: +283.29

do your research i like this one.

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Member Avatar ValueMonkey (94.24) Submitted: 9/25/2008 2:34:31 PM : Outperform Start Price: $15.64 AHGP Score: +243.26

Strong global demand for thermal and metallurgical coal combined with significant restraints on potential supply increases will provide support for higher pricing levels in the years ahead. AHGP's attractive current yield of 6.75% (as of 9/25/08) and potential for significant distribution increases over the next several years provide an attractive risk/reward opportunity. Price target of $31 to $40. Very high coverage ratios for the LP distribution provide additional upside potential.

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Member Avatar edchenow (45.15) Submitted: 7/28/2008 11:47:12 AM : Outperform Start Price: $18.53 AHGP Score: +185.42

The numbers were very impressive today in my opinion. If you assume the LP can acheive the 6% - 8% quarter over quater distribution growth that mgmt suggests from now through 2010, then the GP (AHGP) should get at least 9% quarterly distribution growth. I ran a quick DDM and came up with a range of values from $30 - $60 per unit (discounted to today at 10%). I ran a range of terminal values depending on where you think terminal yield will finish up. A 5% terminal yield will get you to $60 and a 10% terminal yield will get you to $30. Either way this stock looks very cheap at $26 (currently yielding about 5.4% at the new rate).

Plus, it looks like there's still some upside should uncommitted coal volumes price higher over the next couple years. Also, very strong operating fundamentals should be a plus too, the tonnage gains look very impressive over the next year to two years. So high prices are locked in, lots of production growth coming, and some more upside to the guidance should future contracts price higher (which seems reasonable given the present spot market).

This stock should be trading in the $30 - $60 range today, depending on a reasonable range of outcomes, in my opinion. I'm interested in others' work too, please share.

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