|BULLISH on RESOURCES||RESOURCE||_N/A|
Resources. Feels most leverage for greatest opportunities is in natural gas with a correction in the prices from about $3.50 down to about $3. We are seeing new uses in natural gas in things such as fracing equipment and some of the producers. This coupled with LNG terminals moving forward on the West Coast where gas will be shipped to Asia where prices are 5X higher than North America. You have to take a long-term view on natural gas because equities will move well ahead of the actual price moving.
VP Investments & Portfolio Manager,