After hitting 10-year lows last summer, natural gas prices are slowly starting to rise. However, a number of natural gas-heavy E&Ps are still trading significantly below their net asset value. While gas prices are far from their 2007 levels, low-cost producers are able to eke out profits with gas prices at or above $4 per thousand cubic feet.
However, some of the best deals are found in gas companies significantly increasing liquids production. In this video, energy analyst Joel South points out two deeply discounted companies and determines which one is the best investment for your portfolio.
