I sold my COAL last month with a good profit. I entered FPH and COSCO for an additional long position. I currently have BLOOM which holds around 40% of my capital. It is one of the longest position I have as I already let go of COAL.
I like COSCO because I know it has a good business holdings - retail, real estate, power, etc. I might not like the owner but I like the business.
FPH is in power production. Like COSCO, it is a defensive stock. It gives dividend at least 3 times a year. I know it can still climb up from its current price of 73-ish. Like COSCO - I don't like Lopez but I like the company.
I re-entered in COAL - currently has a couple. Maybe now its for long :-).
