Sunday, June 7, 2009

Natural Gas Names


(Source: Goldman Sachs Research - click to enlarge)

I have devoted this weekend's research to natural gas. Yesterday I highlighted GS's views towards the commodity and today I will devoted some time to direct stocks that center around natural gas. I believe the commodity seems cheaper than most of the names; however, I believe that some of these names are worth a buy. I personally own APC in my long portfolio and have traded SD but below are my top picks.

Large Cap: DVN, APC, APA

Mid Cap: PXD, NFX, SD

Small Cap: BRY, ME

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