Seeking Alpha
Editor's notes: A low-cost producer with a stable balance sheet, UPL is positively levered to a likely rise in natural gas prices, says investment advisor Tim Travis.

Often the best investment opportunities occur when quality companies struggle with short-term issues, which allow the investor to benefit from a time arbitrage as the short-term issues are worked out over the course of time. Ultra Petroleum (UPL) offers an excellent opportunity for the investor to benefit from the long-term increasing utilization of natural gas as a primary fuel source for the global economy, spurred on by the abundance of supply in North America due to new drilling technologies. While over the short term, excess supply has hurt prices and UPL's bottom line, over the long term, the economic and environmental forces will help foster an increase in the utilization of the gas. In addition, drillers have and...

Only subscribers can access this article, which is part of the PRO research library covering 3,769 different stocks.
Growing numbers of fund managers and other investment professionals subscribe to Seeking Alpha PRO for equity research that is unavailable elsewhere, so they can: