This segment is from Thursday's edition of "Digging for Value," in which sector analysts Joel South and Taylor Muckerman discuss energy and materials news with host Alison Southwick. The twice-weekly show can be viewed on Tuesdays and Thursdays. It can also be found on Twitter, along with our extended coverage of the energy and materials sectors @TMFEnergy.

Ultra Petroleum (NASDAQ:UPL) is becoming an investor favorite to profit from a rebound in natural gas prices. Ultra has exceptional assets in the Pinedale field in Wyoming, and a solid position in the Marcellus shale, in addition to new liquids assets in the Uinta Basin. While the low-cost producer has a solid future, once again, investors really need to look at EQT Corp. (NYSE:EQT). EQT Corp. is also a low-cost natural gas producer, but the company also has a diverse business with EQT Midstream, running 11 thousand miles of pipeline, Equitable Gas, a large natural gas utility, and a retail brand offering service to natural gas-powered vehicles.