CBRE Global Investors, combined with CBRE Clarion Securities and CBRE Caledon, is one of the world’s leading real asset investment managers providing real estate and infrastructure investment solutions to over 500 clients worldwide.
CBRE Global Investors is the investment management division of CBRE Group, Inc. the world’s premier commercial real estate services and investment firm. The company’s shares trade on the New York Stock Exchange under the symbol “CBRE.”
April 19, 2012
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My latest column is out at equities.com. Click here to read it. It’s all about the headwinds coal faces, which include:
Edited out of the piece were a series of exhibits, which I’ve attached here.
Despite my vocal opposition to coal stocks, as a twitter follower points out, I am still long Rhino Resources (RNO), but that is a short term trade that has some downside protection based on the Utica acreage it holds. For me, that’s not a bet on coal, but a bet on coal not being too terrible while Utica acreage gets monetized for a surprising amount.