Two Indirect Bets on Energy

One of the most consistent drivers of domestic job and economic growth over the past half-decade has been the huge energy production boom and the associated infrastructure build-out to get this increasing energy bonanza to end-markets and customers. This development has occurred despite tepid support from the current administration, which is lukewarm towards new fossil fuel development at best. This newfound and growing energy bounty has also been a lucrative investment theme since the recession ended in June 2009.

I continue to invest directly in this theme, by buying growing E&P concerns that continue to produce impressive production growth figures. I have also made a pretty penny by acquiring shares in companies that are benefiting less directly from our march to energy independence.  Here are a couple of these that look undervalued right now....411 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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