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

To: E_K_S who wrote (54490)	11/23/2014 6:31:57 PM
From: Mattyice	Read Replies (1) \| Respond to of 78763

EKS - thanks for the update. I'm still holding onto ECA as well as my nat gas basket which at this point is barely treading above water and some are really underwater.I filled up my basket in the downdraft of natgas circa 2012. My view on some of these have changed and my feelings toward the group are very layered but i continue to hold. I am currently fighting the internal battle of throwing in the towel on the group and calling it a day, its been a really bumpy 2+ year ride with the group. What i think about the group doesnt really matter in the grand scheme of things - I am most likely going to be wrong anyhow. I always try to keep that in mind and limit my buying into brief periods where i have an uneasy feeling in my stomach. At the present time, i have that uneasy feeling - but its been more of a feeling of unrest and tired than fear. Fear i have always been able to handle, but unrest has been different experience for me. At the end of the day, i still want to own this group and start buying again. I am not sure i really see a light at the end of the tunnel for nattygas prices, but i dont want to own the commodity. I want to own the operator trying to figure out how they can survive in whatever environment. There are some companies that are doing ok, hanging in there, keeping cost coming down, have well concentrated portfolios in shale basins where they can use scale to still get the stuff out with some margin. Hopefully can use this downdraft to start picking up some of these. Any feedback or direction always welcomed. Matt