The above chart reflects the target list of natural gas companies that I am considering adding to my Natural Gas Portfolio to take advantage of what I believe to be a multi decade bull market for electrification and natural gas growth.
I am excluding large energy companies since natural gas is only a component of their business. My strategy is to add companies with a total return projected to be over 20% considering both dividends and 1 year analyst targets. P/E will need to be less than 15 to be added. I will also consider companies with 1 year returns in the teens.
I will add ET, EQT, CHK, and LNG as the first components of my portfolio this week.
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