"I'm adding Bucyrus International (NSDQ: BUCY) -- a maker of mining equipment -- to our 'Wildcatters Portfolio' as a play on coal," says Elliott Gue.

In his The Energy Strategist, the advisor explains, "With commodity prices recovering and Chinese demand for coal picking up once again, Bucyrus has likely seen the trough in its new equipment business."

"Bucyrus' top end-market is coal, which accounts for more than three-quarters of the firm's business. Coal mining equipment includes draglines, a sort of giant scoop used to scrape away the overburden (rocks and dirt) that covers coal.

Summer is winding down and so is another earnings season. Most of the S&P 500 have reported results for the past quarter, but there are still a few things of note coming up this week.

In its second quarter, Shanda Interactive Entertainment Ltd. (NASDAQ: SNDA), one of the largest entertainment media companies in China, announced plans for an IPO for its Shanda Games business and bought a majority stake in music producer and distributor.

MOST NOTEWORTHY:

• Yahoo (NASDAQ: YHOO) coverage was resumed with a Neutral, target $26 at Goldman Sachs.
• Microsoft (NASDAQ: MSFT) coverage was resumed with a Buy, target $38 at Goldman Sachs.

• Petrobras (NYSE: PBR) was initiated with an Overweight at J.P. Morgan.
• Joy Global (NASDAQ: JOYG) coverage was resumed with an Overweight, target $88 at Lehman Brothers.
• Bucyrus (NASDAQ: BUCY) coverage was assumed with an Overweight, target $140 at Lehman Brothers.

"One of my favorite was to play the market is to find a hot area and then invest in companies that provide products to support that market," says Dave Dyer.

In The Dave Dyer Newsletter he explains, "Bucyrus International (NASDAQ: BUCY) is a domestic heavy equipment manufacturer that is focused exactly in the areas that will benefit from the global commodities boom.

"The company's products are focused on mining for coal, iron ore, copper, oil sands, and other minerals needed to support the global infrastructure expansion. Mining is hot right now, and all mines need mining equipment. "Rapid industrial expansion in Asia and Eastern Europe requires raw materials. This trend is not likely to stop soon.

"BUCY is a very old company. In 1880, they started as a small foundry in Bucyrus, Ohio. By 1904, they were supplying excavation equipment for one of the largest projects in the world, the Panama Canal. By 1969, they were making earth moving equipment that was almost 22 stories tall. If you need to dig a really big hole, talk to BUCY.