The Energy Report submits:Stifel & Nicholas Oil and Gas Analyst Amir Arif believes cheap natural gas prices shouldn't keep you from making cash in the gas space. Arif says it's all about companies with production growth in low-cost shale basins. "Find the companies that are in these low-cost basins so that you know they have a good margin, regardless of whether gas is forecast at $4, $5, or $6. . .don't make a bet on the commodity, which is what we're seeing. Gas doesn't have positive drivers behind it. You want to make a bet on the volume without diluting the equity," says Arif, who provides some of those names and the reasons behind them in this exclusive interview with The Energy Report.The Energy Report: In a February 2010 research report, you said drilling related to acreage expiration concerns will increase relative to last year and continue to result in more drilling / supply than what the gas price should be signaling into 2011. Does that mean investors should take a serious look at the drilling companies as a way to play the gas market? Complete Story »
