Wednesday, December 2, 2015
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Canes of Death

Get Your Hurricane Hats Ready

Before you know it, my favorite time of the year will be upon us: “DEACON OF DEATH SEASON” aka Hurricane Season. I’d be remiss if I did not prepare the iBC readership for ‘Cane of Death plays. For the love of waterbugs and rice, I even hired the services of a real life meteorologist for my reading satisfaction. As you can see, clearly, Senor Tropicana is not fucking around when it comes to the weather. It’s a pet peeve of mine.

God willing, 2009 will produce a hurricane season of sheer chaos for the natural gas industry. I would like to see a severe disruption, even a Force Majeure, strike at the hearts of the natural gas fuckers. As a whole, we’ve enjoyed exceptionally low natural gas prices for too long. I long for the days of $16 natty, indeed.

Generally, peak hurricane season arrives in late August. As an investor, you want to be long BEFORE the season begins; this way, you can blow the fuck out before it disappoints. So you know, barring a global warming special (Katrina), the hurricane season is always a dud. Nonetheless, investors get jacked up for it (pun intended).

Here is my list of hurricane/natural gas plays:

NGAS Resources, Inc. [[NGAS]] , Southwestern Energy Company [[SWN]] , Global Industries, Ltd. [[GLBL]] , [[UNG]] , Ultra Petroleum Corp. [[UPL]] , Arena Resources, Inc. [[ARD]] , The Shaw Group Inc. [[SGR]] , [[CLH]] , Natural Gas Services Group, Inc. [[NGS]] and BlueLinx Holdings Inc. [[BXC]] —just to name a few. As the season progresses, I will update with more picks. Obviously, the entry points into such said names are very time sensitive. So, I am sorry to say, you are going to need to log onto iBC—each and everyday— for the duration of your pathetic lives.

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