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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (28144)	9/20/2007 12:20:11 AM
From: gcrispin	Read Replies (3) \| Respond to of 78740

It's hard to believe that oil is going lower when in the long term when the rest of the world is turning into NYC. I think Thomas Friedman summed up the issue. nytimes.com I think the future bodes well for natural gas and expect that usage will rise both for power and transportation. I mentioned on this board that I bought GW. I also purchased CLNE, which isn't a value stock. Nevertheless it has has growth characteristics that I like. The Lehman Conference presentation sums up the advantages of price and environmental friendliness that should propel NG usage for transportation higher. Message 23889850 Another stock that I purchased today is CHNG. Speculative Chinese stocks are not my cup of tea, but I found enough positive growth prospects at a reasonable value to start a position. The latest quarterly report will give one an idea of the direction of the company. biz.yahoo.com I also think this blog report--though a bit dated--sums up the positives and negatives in investing in this company. 10qdetective.blogspot.com

To: Kirk © who wrote (28144)	9/20/2007 7:03:20 AM
From: E_K_S	Respond to of 78740

That's an interesting chart Kirk. I did not realize there was such a large spread between oil and NG. What's your list of favorite NG companies including drillers, consolidators and pipeline companies? Many of the integrated oil companies I own do have exposure to LNG and are developing distribution infrastructure but it still is a very small percentage of their business. I recently purchased TRGL which is a NG driller with active wells located in Europe and Turkey. It is still a very speculative play and will only do well if they can develop more active wells from their exploratory efforts. I am always looking for more "pure" natural gas players at a value price. These are the ones I currently own: finance.yahoo.com Both TRP and UGI have been excellent performers for the few years I have owned them. I should buy more TRP but it has more than doubled since I have owned it and looks expensive at current prices. At 17 PE, it's priced well above many of the integrated oil companies. It does pay a 3.5% dividend and has excellent free flow cash flow but carries a lot of debt. EKS