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Investment Analysis Clubs / The BMW Method

URL:  http://boards.fool.com/the-longer-term-concern-is-that-the-new-found-30449327.aspx

Subject:  Re: Excelon - EXC Date:  12/24/2012  10:22 AM
Author:  captainccs Number:  40867 of 41633

The longer-term concern is that the new-found wealth in natural gas is a game-changer, that lower cost electricity is a permanent situation, and the BMW assumption that the business is basically the same has been violated.

There is an energy glut in our future. X-post at Value Hounds

http://boards.fool.com/trough-anti-peak-oil-30449274.aspx

Denny Schlesinger
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