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Nat gas names likely to keep struggling in 2018, Morgan Stanley says

Published 12/16/2017, 07:05 AM
© Reuters.  Nat gas names likely to keep struggling in 2018, Morgan Stanley says
MS
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RRC
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NG
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SWN
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UNG
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CTRA
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EQT
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FCG
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GPORQ
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GAZZF
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DCNG
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BOIL
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KOLD
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UNL
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DGAZF
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UGAZF
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GASX
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GASL
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AR
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  • Things may be looking up for oil investors but natural gas investors could face another difficult year in 2018, Morgan Stanley (NYSE:MS) says in reiterating its long-term price projection for natural gas of $2.75.
  • Increasing productivity and efficiency and the rise of renewable energy will continue to pressure gas prices in the long-term, Stanley says.
  • But while the firm remains bearish over the medium- to long-term, it thinks winter 2017-18 prices have overcorrected modestly to the downside.
  • Among nat gas E&P companies, Stanley says Cabot Oil & Gas (NYSE:COG) is its top stock pick while Gulfport Energy (NASDAQ:GPOR) and Southwestern Energy (NYSE:SWN) are its least preferred names.
  • The firm rates Antero Resources (NYSE:AR), Range Resources (NYSE:RRC) and EQT Corp. (NYSE:EQT) at Equal Weight, while GPOR and SWN are Underweight.
  • ETFs: UNG, UGAZ, DGAZ, BOIL, GASL, FCG, GAZ, KOLD, UNL, GASX, DCNG, GAZB
  • Now read: Williams And Cabot Face Eleventh Hour Resistance To Atlantic Sunrise From Environmentalists


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