Morgan Stanley's Natural Gas Playbook - Business Insider
"Heightened macroeconomic concerns and falling commodity prices (particularly NGL prices)
have dominated investor discussions and will likely take center stage for 2Q earnings," they write.? "Despite these near-term headwinds, we reiterate our Attractive Diversified Natural Gas
industry view; our view is predicated on sustainable double-digit annual earnings growth
through 2014, driven by largely volumetric and contracted new projects."
The guide takes you through the key themes in natural gas and it offers the best stocks in the business.
We pulled the highlights.
Source: http://www.businessinsider.com/morgan-stanleys-natural-gas-playbook-2012-7
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