The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor Charly Travers discuss topics across the investing world.

Charly has started looking very closely at some companies in the natural gas space. He's hunting for well-run companies with solid balance sheets that are currently on sale. Surprisingly, his favorite idea is a titan in the energy space that is likely to do well in this area over the long term.

If you believe the Natural Gas Act 2011 will change the face of energy consumption in one of our nation's largest industries, you must read The Motley Fool's special free report "1 Stock to Own Before Nat Gas Act 2011 Becomes Law." In it, you'll find the pioneering company poised to take off in the wake of this act. The report is free, but it won't be forever, so grab a copy while you still can. Click here now to access your copy. Fool on!