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Strategies & Market Trends : Value Investing

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To: chainik who wrote (45793)	12/3/2011 8:30:33 PM
From: E_K_S	Read Replies (1) of 78784

Hi chainik - That web link you posted is a good start. I would visit the web sites for the company's listed and learn about their operation(s). Then pick a few and download their annual report and read the chairman's letter to stockholders. See if you agree w/ his vision. NG is at a historical low and companies that can make money w/ these low prices will be the survivors when prices eventually get back to historical norms. One of my favorites that has exposure to NG, E&P exploration, electricity generation/utility and mining aggregate materials is MDU. I posted this list before and it is still relevant. It also include MLP's which can be a little more complicated in their structure (A fund may be a better play like TPZ). However, on this list are common stock names too. AGL & MDU are two that I have built core positions in. CNX is another NG & coal company but not a utility. Hope this helps. If you find anything that catches your eye, post the company name and your ideas. I also try to find hidden gems burred in their annual report that may add additional value to the company in the future ( ie real estate, Joint Ventures, small R&D divisions etc.). EKS

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