cashflow in the next 12 months than what their market caps are trading at. Again, I've never seen that in my life. That's how cheap the coal companies are. But these are the types of disconnects you find in a crazy market like this, where the climate change crazies, whose purpose is to save the planet, reduce exposure to fossil fuels, oil, gas, coal. I mean, these industries are actually making these companies, industries much, much stronger than they've ever been. Than they've ever been. I mean, they're more strong today than they were dating back 100 years for some of them. That's how old some of these companies are. It's an oil industry. It defeated the whole purpose. But that's how you have to look at analyzing companies. How do I find the best ideas? That's how you find them. You say, oh, well, I missed oil and maybe natural gas plays, and holy cow, I never thought we'd go to 90 again. Maybe we go to 100, 120, and you feel like you missed it. You don't want to buy it up here. (26/35)