This video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.

It may seem like natural gas prices can't go any lower, but David thinks investors should be careful when making that assumption. Instead, David thinks investors should look for companies that are producing more liquids, which will pay the bills today. He also thinks investors should consider companies that will see big cost reductions as a result of lower natural gas prices. Finally, the video concludes with David's favorite energy stock right now.

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