MDU Resources Group, Inc. (NYSE:MDU)

12/11

Regulated provides consistency, unregulated provides growth. Construction backlog up 19% in Q2. Solid dividend.

What's the timeline? Six months or six years. There is no question that MDU will underperform the market over the next six months. It will outperform most utilities over the next six years.

Conservative company managed in the midwest.

While MDU's fundamental ratings aren't good right now, the company is well-diversified on Energy and Construction. In longer-term (most likely not until 2010) strong earnings will be driven by oil and gas production and highway construction spending.

Well run company that will benefit from infrastructure emphasis in the short to intermediate term. As the economy recovers, the energy development side will benefit.

High marks for corporate governance combined with outstanding strategic assets in energy and energy related infrastructure supported by low cost stable utility. Knife River (aggregates) should be large beneficiary of Obama spending as will the utility construction business. Valuable holdings in new Bakken play is like money in the bank.

Reupped on price decline, while still beating S&P.

Originally identified with the following screen, but currently does not appear because it misses with an ROE = 14.4%.

Screen for fundamental values validated by community intelligence:
CAPS 4 or 5 Star Stocks, ROE > 15%, 3-Yr EPS Growth > 10%, P/E < 12, P/S < 2, P/B < 2, Div Yield > 2%

Low P/E, good dividend, trading 50% below its 52 week high.

Construction woes wil continue

hold long

$37+

Bakken pick

This company is where it's at over the long haul.

With daily acquisitions of smaller aggregate companies and due to their holdings in utility companies, MDU Resources is going to consistently be an outperformer of the S&P500

Check regional news sources in ND and MN - the Bakken is a huge story up there - given the oil situation it should get more national attention. As they perfect the horizontal drilling technology this will be the place to be - great company, also making some new materials acquistions.

Mid sized company with good upside

long term, this is it!

this well diversified company is in a great position to reap huge benefits from oil and gas exploration and production in the Williston Basin. their other division give them great stability and great growth potential also.