XTO Energy, Inc. (XTO)

NatGas is bringing sexy back.

Regardless of who wins the White House (McCain,Clinton,Obama). The next President will likely pass some sort of carbon emissions tax. You may be wondering "what does this have to do with natgas?"

The USA has as much natgas as we have coal. With the new carbon taxes coal will become more expensive making the clean burning NatGas SEXY. (especially in electricity production). Green energy is still needs more work, nuclear takes 10-15 years to build and you have the "not in my backyard" issues, and coal is about to become a lot more expensive. With high oil prices it makes to produce natgas domestically instead of shipping it halfway around the world.

Bullish on SD (Little risky because it's a small company. But, they have great leadership)
Bullish on XTO: (they produce Natgas cheaper than anyone else)
Bullish on KMP (have to transport it somehow. They also have an awesome CEO. Makes a salary of just $1 per year, the rest is paid in stock dividends. In essence if he doesn't make money for the shareholders he doesn't get paid. But, he is getting paid a lot recently. Shouldn't you?

XTO has excellent positions in both the Fort Worth and Arkoma basins. They are a leader in operational experience in the Arkoma for sure. XTO can currently afford to keep drilling in the Arkoma basin for the next year at least, because they already have the gas on contract. With regard to the Fort Worth basin, CHK can barely afford to keep the lights on, and XTO, while maybe shedding a rig or two, is still drilling away.

XTO, an independant oil & gas company, has good domestic position in oil & gas reserves, primarily latter. With upcoming hurricane season, and continued tight balance in oil demand and supply, the company will benefit in coming months. Its reserves also make it as a great takeover target for majors as reserves are hard to come by to replace production.

A well managed company that has steady growth since going public in 1993. Large holdings in the Barnett shale in Texas and in the Green River formation in Colorado, Utah and Montana. Should do very well.

This is a company on the move and it is in the Oil and Gas exploration game in North America I might add. It has been growing as of late and I believe it will continue to grow and I can only hope it does not catch the eye of the BIG BOYS and get bought out. It is paying a small dividend which is nothing to write home about but something is better than nothing and even Wal-Mart was at one time only paying a nickel a share dividend. I am not saying XTO will ever be the size of Wal-Mart but I think it is still a long term winner.

This company has for years been the best of breed in the production and exploration
of natural gas. They have consistently
made acquisitions at fair prices that added to their reserves of natural gas and other hydrocarbons. The stock price has performed exceptionally well and has good following and sponsorship.
A true winner.

I have a VERY strong feeling XTO will make a some really big buys this year and buying the right properties has made them a giant....they don't miss. BUY IT UP!!!!

A great junior oil stock. This will grow to be the size of Chevron or Exxon some day. Buy now and enjoy the ride! This stock is an easy 10-bagger by 2020.

Still shorting the energy patch. Wrong and stubborn so far on that latter bet (though the last few days have been an eensy consolation prize). Still, current prices and spreads strike me as unsustainable in a slowing-growth economy.

Reload. Viz rant at http://caps.fool.com/Blogs/ViewPost.aspx?bpid=4381&t=01001607032191429882

Another strong energy play operating in the American west / mid-west, well-positioned to take full advantage as oil field developer and operator during a time of constrained demand.

Outperform 2-3Y, then re-evaluate.

Definitely a good play as we enter the winter, with natural gas prices pretty low right now. Not undervalued at 14x P/E but a good buy. Moderate growth makes this a less scary plays than some firms that have sparked run-ups (i.e. China). Strong domestic demand and a well-run company. Will produce strong numbers in the coming years.

As I have said about NBL, I will say about XTO.... These stocks take off when the price of oil rises. XTO is the place to be when you pay more at the pump.

like the management..

With a company increasing it's reserves at a 30%+ pace, this shows management is stellar. This stock has been crushed while funds are blowing up and having to unwind. Nat Gas is now at historical lows in comparison to a gallon of gas. Either gas, currently at $108, is worth $40 based on where Nat Gas is currently, or Nat Gas is way undervalued. I'm putting my money on XTO and the idea that Nat Gas is undervalued.

Reworks marginal oil,gas plays purchased from major integrated player. Using new drilling,recovery techniques XTO has added consistently to its proven reserves.

No-brainer long-term.

Morningstar fair value $89

Gross Margin 88.4%

Net Prof. Margin 40.6%

PE 10.6

5 Yr. Growth:

Sales: 40%

EPS: 60%

Dividends: 80%

ROA 16.4

ROE 36.9

ROI 18.0

XTO is growing fast in a field in great need of it's services and supplies.

XTO has terrific management, and the stock has been consolidating technically for a good while. These guys know where to find and how to drill for gas, reflected by double digit increases in both volumes and proved reserves in 2006. Ethanol production uses a great deal of gas, and gas will still be the energy source of choice for new power plants in the U.S. Temporary weaknesses in natural gas prices resulted in 4th quarter results modestly weaker than expected, providing a buying opportunity.