Eric Schleien
Several weeks ago, I wrote about how I believe natural gas is cheap. I still do. It's also interesting to look at Berkshire Hathaway's portfolio and see the company recently bought shares in Conoco Phillips. Conoco recently made a huge bet on natural gas, which I think should pay off. Conoco is also cheap as it haS an after-tax earnings yield of around 15%.
Some other companies who have large exposures to natural gas are:Chesapeake Energy (Which I own shares of) as well as XTO Energy.
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