$Ferguson (FERG.US)$: “I think Ferguson’s a very, very good company, but if you want HVAC...then you got to own Trane...Or you have to own Carrier. And people don’t want to own Ferguson.”
$Alliance Resource (ARLP.US)$: “It’s had a very big run, ok. And I’ve got to tell you, it is coal-based. I know the yield looks great — I think you’re peaking on a coal cycle here, I’m not going to get in front of a peak of a coal cycle.”