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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (77428)	4/15/2025 7:52:48 AM
From: Mattyice	Read Replies (2) of 78476

Also going to follow you in here (and start making this basket a bigger part of my holdings), Devon is very solid well run company with decent ROIC amongst a wasteland of companies lighting cash on fire. Natgas is a low key/cheap way to play the power growth story from AI alongside the insane LNG growth expectations, while I'm skeptical of the load growth forecast - you are starting to see load growth show up in the numbers across the US (mainly in texas and the southeast) and gas is a solution here and now. While a massive recession could kill the demand story you are getting a decent margin of safety imo.

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