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


To: NikhilJog who wrote (45276)11/3/2011 12:09:39 AM
From: E_K_S  Read Replies (2) | Respond to of 78476
 
Hi Nikhiljog

MDU is one of my favorites. It's a 1.5% position in the portfolio. Not only do they own an E&P subsidiary w/ quite a bit of acreage in productive U.S. shale regions but they operate one of the largest NG storage and distribution networks in the nation. They own huge underground caverns that they use to store NG.

I am a buyer below $19.00/share and would consider peeling off some of my higher priced shares above $22.00/share. This one is a long term hold for me. Lots of value in there different divisions.
If you like MDU you might also like AGL.

EKS