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

To: Spekulatius who wrote (34561)	5/21/2009 11:33:57 PM
From: E_K_S	Read Replies (1) \| Respond to of 78717

Natural Gas Falls 9.2% as Demand Is Missing Natural-gas futures continued their wild ride as a report on gas storage sparked new worries that demand isn't recovering as quickly as some traders predicted. On Thursday, prices dropped 9.2% -- the biggest percentage decline since August 2007 -- as rising inventories in a weekly storage report from the Energy Information Administration spooked traders. Gas settled at $3.603 per million British thermal units at the New York Mercantile Exchange. Gas stockpiles rose by 103 billion cubic feet from the previous week..... =============================================================== The ratio of the price of NG (per 1M BTU) to Oil (per barrel) historically averages 6. At $3.60/1M BTU we are well in the "Sell Oil/Buy Natural Gas" zone. With oil at $60/barrel NG s/b priced around $10/1M BTU......NG closed today at $3.60/1M BTU. =============================================================== There has to be some value opportunities in the NG sector. Got any ideas for value NG picks perhaps with a utility twist? I have been thinking about Williams Companies, Inc. (WMB) which you have mentioned but was a bit timid when I heard that the Venezuelan government seized (and plans to nationalize) their NG compression and storage facilities valued around $250 Million. Venezuelan Government Seizes Williams' Operations - May 8, 2009 reuters.com Their other domestic NG assets look quite attractive but their dividend is only yielding 2.7%. Stock is up 65% from their lows in March. EKS

To: Spekulatius who wrote (34561)	5/26/2009 11:49:48 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78717

Fill for me today for a first buy of utility SCG. si.advfn.com^SCG