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Strategies & Market Trends : Value Investing
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To: Sergio H who wrote (45798)12/3/2011 11:59:07 PM
From: chainik  Read Replies (1) of 78476
 
Thanks. I am 100% confident in my inability to rationally pick up future winners in a sector that I am unfamiliar with, regardless of the amount of dd :)

I'll certainly buy a few big pure play companies, but in addition I'd like to add some risky NG-related stuff. I like eks ideas (LNG shippers, terminal owners, steel pipe manufactures etc).

I noticed that Gundlach and Faber both like NG as long-term investment...
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