When nat gas plunged earlier in the year I took a major position in Sandridge because they had shifted their drilling emphasis by acquisition to petroleum. Following the Buffett Rule, I cashed out this position when it took a 10%+ dump. Thank God I did so because the elevator hasn't quit descending yet.
It has become my sense that trading gambits far more affect energy share prices than do logic, research or even results. I like Cheniere for the dividend and for its future value when the first two trains open in 2015. I plan to continue accumulating as I think there is a certain rise when actual exports commence. CQP is way ahead of the rest of the field in nat gas export because of the lengthy EPA permitting process which they have already completed.