Tim Travis
Long only, deep value, registered investment advisor, portfolio strategy

Ultra Petroleum - The Best Pure-Play For Increasing Natural Gas Prices

Ultra Petroleum Corp. (UPL) is one of the best pure-play investment opportunities on a rebounding natural gas market. I'm not talking about a one month or even a one year investment, but I believe that natural gas prices are likely to increase significantly over the next several years, and I believe that Ultra has the potential to double or triple over a 3-5 year time frame. One of the keys to investing in commodities businesses is identifying firms that can survive during deep recessionary conditions in the industry, and few commodity producing companies have been as negatively impacted as Ultra Petroleum because of its non-diversified operations. Ultra is one of the lowest cost producers, due to its conservative and concentrated...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details