Cat House

[Porgie Tirebiter]

Sometimes low price and cheap aren't exactly the same thing though!

The problem with a lot of the energy sector is that companies are leveraged based on oil priced at least twice as high as it is. And so there is some worry about their ability to roll debt.

But at first glance it looks like AORC's leverage isn't all that high?

I recently opened a position in CF. I didn't catch the bottom but my thought is with NatGas being one of their main costs and agriculture isn't going to go away it seemed like a good place to put some new money to work.