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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (46753)	2/27/2012 12:43:34 PM
From: E_K_S	1 Recommendation Read Replies (4) of 78507

Atmos Energy Corporation Common (ATO) Increased my ATO position by 65% to slowly build my NG utility/pipeline/storage companies. MDU and GAS are still my largest individual company holdings each 25% larger than my current ATO position. I like the mention (up thread) of fueling station and NG Truck engine builders but am waiting for better "value" buys of companies in this sector. It's a little discouraging that the one company (Wesport Innovations) that is developing some of the next generation NG technology is a Canadian company. Why don't we see any of our US companies lead this development (like HON, TRW)? If anybody discovers any 2nd tier NG integrators that offer a value proposition, please post. I am looking to add other types of NG infrastructure development, products, technologies and even companies that benefit from cheap NG (like fertilizer/chemical companies) to add to my basket of NG related "theme" companies. EKS

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