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CNBC Stock Blog
Text Size 
Don Wordell is powering his portfolio with natural gas.
"We're putting money to work in natural gas E&P stocks right now," the RidgeWorth Capital Management portfolio manager told CNBC. "Natural gas prices are too low. They're below the cash cost; the marginal players are going to move out of the market; production is going to peak in the first quarter, and we think supply goes down a lot faster than demand."
Recommendations:
So, steering away from the "marginal players," where does Wordell think an investor should go?
"XTO (Energy) [XTO
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] is hedged 90 percent through the end of 2009 at $9, $10 natural gas," he said. "They have a great balance sheet, great management team, and they just raised their dividend."
Disclosures:
Disclosure information for Don Wordell was not immediately available.
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Key NatGas Players:
Chesapeake Energy [CHK
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Anadarko Petroleum [APC
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Williams Companies [WMB
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Apache [APA
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Data is a real-time snapshot *Data is delayed at least 15 minutes