Re: "This industry is consolidating and either you are a consolidator"
bankbuyer
Yes you can overthink things and your call on gas pipes is sensible no need to hit home runs in this environment. As for NG stocks I did lighten up on my BIR. Still have a fair amount in my TFSA but none in my margin account. However I am beginning to add to my CR in small amounts as I do expect natural gas to recover. Will continue to add as summer rolls around depending on circumstances of course but as I see it now that is my plan. My pipe equivalent is FRU that I bought at much lower prices. Of course like the producers it does have commodity risk which I am willing to take given my view on prices going forward. Still I always read your posts. They are short and to the point and for me very valuable.
Cheers
J