beabaggage

How You Can Invest in the Pickens Plan

Excellent co.listings and great posting. Natural Gas is plentiful and too hot for these plays to be really profitable for an extended time, as is Coal. So that is the competition in the US. It will take large tax breaks to get anything moving- so the companies become dependent on the whims of govt. laws and who is in "power." There will be opportunites, sure, but US/CN coal/NG will be the focus for years to come. Amazing how NG comes down to $8 or less range when any hint of demand destruction is evident. Western PA/ WV small towns flourishing with all the gas/coal activity-- EQT, Atlas Cos., LINE, Consol/ CNX etc. booming. So it will be interesting to see this all play out for sure. Trucks/SUV's flying off the lots again, the consumer has a very short term memory and is very spoiled. Heating Oil/Coal cust. switching in droves to NG. Solar is just too expensive w/o tax breaks/subsidies. Who wants to put solar into an older home that may decline further in value or be flat in value for years. . Once GE cleans up their financial crap more, they should be hungry for some of these alt. energy plays so the good opportunites in the industries may have a floor under them from a takeover perspective. Witness Headwaters (HW.)
A lot to think about for a long-term investor for sure, short term probably money to made in a volatile market.