Seeking Alpha

User 305589 » Comments » CRK

  • Beaten Down Natural Gas Likely to Stay Down, Making Producers a Short [View article]
    I'd say I would not bet against the mgmtsof XTO or CHK. I am sure as hell that they know more about the NG market than I do and that they can spot the trends faster and better than I ever could.
    There may be money to be made on the short side of some NG producers but frankly, I don't like the odds and the risk-reward ratio.
    I think it will be much more profitable to keep an eye on the best managed, low-cost producers and gradually scale into those - above all MCF, followed by CHK and XTO. CHK's convertible preferreds (D) look like a decent play in this regard - paying you to wait and giving you an additional margin of safety versus the common.
    Apr 03 04:45 am |Rating: +2 -2 |Link to Comment
More on CRK by User 305589
Comments by Ticker
AA, AAN, AAPL, AAUKY.PK, AAV, ABK, ABWTQ.PK, ABX, ACAS, ADRA, AEM, AGO, AHD, AIG, AMGN, AMLN, AMR, AMZN, APA, APC, APEI, APL, APOL, ASA, ATN, AXP, BAC, BBI, BBT, BCS, BGPT.OB, BGU, BGZ, BHP, BIDZ, BIIB, BIK, BK, BLK, BND, BNI, BP, BQI, BRGYY.PK, BRK.A, BRK.B, C, CA, CAL, CDE,
User 305589's
Comments Stats
271 comments
Rating: 430 (895 - 465 )