Value investors interested in taking a position in beaten-down natural gas have to deal with the contango headwind.
It's very difficult to generate attractive long-term capital appreciation if you try to protect against short-term market volatility, says Third Avenue Value's Ian Lapey.
Production increases along with demand for cleaner-burning fuel has Spectra Energy CFO Patrick Reddy excited about the firm's prospects.
Despite the drop in natural gas prices, certain firms in the energy sector are showing their value, says Oakmark manager Clyde McGregor.
Experience and expertise keep projects on time and on budget, says CFO Pat Reddy.
Morningstar director of economic analysis Bob Johnson will be keeping a close eye on these potential headwinds in the year ahead.
Morningstar's Heather Brilliant says better revenue opportunities exist in the U.S. now than in foreign markets, and investors should demand discounts for firms with large non-U.S. sales footprints.
Morningstar's Heather Brilliant isn't optimistic about the market's--or Europe's--prospects for the rest of the year, though several stocks currently present buying opportunities.
We think Cloud Peak is the best way to play a rebound in PRB coal prices.
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