He just bought Cheniere. US shale production is declining and OPEC is cutting production. He expects supply-demand deficits in coming years. Current low prices are temporary and reflect recession worries and China's uneven reopening.
A long-term dividend pick that pays a 6% dividend and focusses on natural gas. That's a much cleaner-burning fuel with demand from Europe and especially Asia. Growth coming from Asia. You can hold this long-term.
(A Top Pick April 23/12. Down 10.12%.) Stock had a rising trend line. He was probably too early getting into it. Still believes it can do well. Looking forward to break through $17.50. Still a Hold.
Had a major collapse in 2008 and then started base building and is now finally starting to move. Has broken above its trend line and is about its 200 day moving average. Doesn't expect there will be any resistance from people who owned it in 2008.
There's growing demand for liquified natural gas. LNG's production is also growing.