Freedom From OPEC Requires U.S. Natural Gas

(17min)

Summary

  • Natural gas is likely to see strong pricing into the 2030s.
  • There is hidden value in certain Delaware Basin, the western portion of the Permian, that investors are missing right now.
  • Here are three stocks to buy on dips for long-term growth and dividends.
  • Selling cash-secured puts on energy stocks, taking advantage of volatility, can greatly increase your income and reduce risk.
  • Looking for a portfolio of ideas like this one? Members of Margin of Safety Investing get exclusive access to our subscriber-only portfolios. Learn More »

Oil Tanker

joeygil

In 2011, I opined on MarketWatch that U.S. oil and gas shale was the "one thing that changes everything" in energy and geopolitics. I think I can make a very strong argument that has indeed been the case since.

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This article was written by

27.4K Followers

Kirk Spano is the founder of Bluemound Asset Management, LLC and has managed money for a wide range of clients since 1995. His passion is helping hardworking people make more money with less risk. Kirk’s investing group Margin of Safety Investing features his stock and ETF focus lists, trade alerts, option selling for income and macro analysis. Learn more.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of PR, CTRA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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