Travis, what do you think about the natural gas price trend? Do you think we’re at the beginning of an uptrend? I’m interested in royalty trusts that pay out a dividend based on natural gas production (e.g., San Juan Basin Royalty Trust – SJT – as well as others).
The sector has been pretty beat up, but if gas prices really hit bottom at around 2 in early ’12, and we’re on an uptrend, it might be a good time to buy into some of these trusts.
Also interested on your thoughts on HCSG – Healthcare Services Group. I’ve made some really good money on it, and it seems to have a really great demographics-based story (food, laundry, janitorial services to nursing homes).
Curious on your take – thanks!
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