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...

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