What do you think are good investment targets for next few years?

[SillyWilly]

http://online.wsj.com/article/SB10001424052702304459804577281490129153610.html

The key to this article is that natural gas demand is going to ramp up in the US to at least double current levels in the next few years, (>200 natural gas plants in construction, only 2 nuclear) the only thing that could prevent that is if coal prices drop. Even then carbon taxes and air pollution laws strongly favour gas.
So when the plants come on line, LPG terminals are ready to export and the slow down in drilling due to depressed prices, natural gas prices will shoot up, probably to 7-8 USD/M3 from 2-3 now (prices in Europe are around 17 USD/M3. This is a great investing opportunity.

Look at this chart of historical prices
http://en.wikipedia.org/wiki/File:Henry ... prices.svg


Interesting aside-
JAPAN- http://www.bloomberg.com/news/2012-03-0 ... tdown.html
INDIA- http://blogs.economictimes.indiatimes.c ... l_gas_glut

Not only that, but nuclear will then see a resurgence in a few years as gas prices increase and the government and power companies realise they shouldn't put all their eggs in one basket. As many US power companies will be sitting on pre-approved nuclear plants that have passed up to date safety standards, nuclear plants will be built much faster than previously meaning stocks related to supply of nuclear power generating equipment will get a big boost.

How would you suggest a retail investor participate in the coming natural gas advance, in terms of investment vehicles?

[headhonchoII]

I would go with a mix of stocks and natural gas linked ETF. For stocks I would pick Chesapeake and then a few smaller and riskier natural gas developers, if they don't go bankrupt during this period, should explode in evaluation. You could also look at the operators of LPG terminals that have a license or who are applying for an export license.

Here is a good article on the subject- http://seekingalpha.com/article/446711- ... my-answers

[headhonchoII]

In terms of buying property in the Philippines, isn't it similar to Thailand with foreigners being unable to actually own land (but able to own a flat as long as a certain percentage of the flats in the building are owned by nationals)?

A French friend of mine who is engaged to a Filippina went to the Philippines to inquire about property (he is retired and had wanted to live there). He met enough screwed-over foreign men while there to completely decide against it. He came back with so many horror stories from his short visit that my husband and I couldn't believe it.

I wouldn't buy a property directly, I would invest in building companies or some consumer related stocks. That is if I was serious about investing there.

[SillyWilly]

I would go with a mix of stocks and natural gas linked ETF. For stocks I would pick Chesapeake and then a few smaller and riskier natural gas developers, if they don't go bankrupt during this period, should explode in evaluation. You could also look at the operators of LPG terminals that have a license or who are applying for an export license.

Here is a good article on the subject- http://seekingalpha.com/article/446711- ... my-answers

Like Chesapeak under $15, but not at $21.50. Will wait for pullback.
Here's a great set of videos from Rick Santelli about nat.gas converted engines.Natgas Can Fuel Your Truck/Car Right Now.

http://www.gotgoldreport.com/2012/04/sa ... +Report%29

[SillyWilly]

Like Chesapeak under $15, but not at $21.50. Will wait for pullback.
Here's a great set of videos from Rick Santelli about nat.gas converted engines.Natgas Can Fuel Your Truck/Car Right Now.

Correction. I like Chesapeake under $10 since the CEO is using the company as his personal piggy bank for $1.1 billion of loans and they're selling some assets to raise cash because of this.

[headhonchoII]

I saw that, it dropped something like 9% yesterday due to the scandal. The CEO has always been a bit of a buccaneer and he has some type of special founder voting rights, but then again it is that type of industry. I have to open a US trading account before I can start to invest in the sector.