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

To: chainik who wrote (45793)	12/3/2011 8:30:33 PM
From: E_K_S	Read Replies (1) \| Respond to of 78471

Hi chainik - That web link you posted is a good start. I would visit the web sites for the company's listed and learn about their operation(s). Then pick a few and download their annual report and read the chairman's letter to stockholders. See if you agree w/ his vision. NG is at a historical low and companies that can make money w/ these low prices will be the survivors when prices eventually get back to historical norms. One of my favorites that has exposure to NG, E&P exploration, electricity generation/utility and mining aggregate materials is MDU. I posted this list before and it is still relevant. It also include MLP's which can be a little more complicated in their structure (A fund may be a better play like TPZ). However, on this list are common stock names too. AGL & MDU are two that I have built core positions in. CNX is another NG & coal company but not a utility. Hope this helps. If you find anything that catches your eye, post the company name and your ideas. I also try to find hidden gems burred in their annual report that may add additional value to the company in the future ( ie real estate, Joint Ventures, small R&D divisions etc.). EKS

To: chainik who wrote (45793)	12/3/2011 11:28:36 PM
From: Sergio H	Read Replies (1) \| Respond to of 78471

Hi Chainick. The future of NG in the U.S is subject to how environmental controls can be developed. Besides polluting water and availability of water, there is a rising concern that fracking causes earthquakes. But, there is so much money to be made that all of the issues will somehow be resolved. I have had difficulty finding a value play in NG despite looking in several areas. It all leads to D being the dominant and safest play, by my dd. You might want to start your research with this one stock. Good Luck!