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

To: Paul Senior who wrote (47232)	3/28/2012 8:28:56 PM
From: E_K_S	Respond to of 78507

Hi Paul - I was thinking since NG hit a 10 year low today and w/ all the new NG wells drilled and operational (note: NG drilling Rigs are now at one of the lowest levels in years), there could be storage constraints for all of this new NG coming online. GAS, ATO & MDU operate the largest NG storage networks in the US, so that is a net positive for these companies. Do you think it is economical for any of these coal companies to convert their mines into below ground NG storage reservoirs? Generally they convert old salt mines and that is what MDU and GAS own. Perhaps there is another hidden value in these old coal mines. EKS

To: Paul Senior who wrote (47232)	6/25/2013 3:38:44 PM
From: E_K_S	Respond to of 78507

AGL Resources Inc. (GAS) -NYSE Peeled off 25% of shares This is the old AGL that merged into GAS. Bought this lot of shares 12/2010 @ $35.47/share. PE at the high end at 16.65 but dividend is still good at 4.5%. I will let the other shares rides as I raise a bit of cash. GAS is selling at the upper end of fair value IMO as this sector has done well in the last 24 months. There should be better value buys in other sectors on any sustained correction. EKS