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

To: Paul Senior who wrote (35331)	9/10/2009 6:27:59 PM
From: E_K_S	Read Replies (2) \| Respond to of 78627

When I was looking at all the different NG value investments ERF came up to the top of my list. That was last year and it's off over 50%. I still want to eventually transition out of my integrated oil stocks (CVX is my top holding almost 2 to 1) and move those funds into North American NG and NG distribution, storage & collection companies. Here are the stocks I own that have their major operations in North America and deal in NG or provide NG services. finance.yahoo.com Maybe you can help me add to my list. Other than EP, I have accumulated most of these companies over the last 36 months. With NG near it's lows (relative to oil) and the over hang of the debt issues, there may be some compelling value buys in this sector. I did not realize that MIC bounced back so much. I picked up a few additional shares around $3 but was too afraid to load up because of their large debt exposure. I followed you in on a very small initial buy which I think was in the teens. I only have held on because of The Gas Company (TGC) subsidiary, which produces and distributes synthetic natural gas (SNG), as well as sells liquefied petroleum gas in Hawaii. Have you discovered any other NG companies that are selling at "value" prices, especially those that might have hidden reserves and/or operating subsidiaries which are undervalued and possible candidates for spin off. EKS