Joel Litman’s LNG Stocks – Gains of 300% or More?

Self-described U.S. Pentagon consultant Joel Litman is predicting a Joe Biden election victory in 2024, and it's all because of a powerful economic force.

The powerful force is Liquified Natural Gas and Joel has some LNG Stocks for us to buy and profit from.

 

The Teaser

There's good news – this force, development, or whatever you want to call it, could make us a lot of money. The bad news is, it's also going to make the government bigger and more powerful, which means it's going to get even harder to hang on to the money we do make. Uh.

Source: altimetry.com

Joel Litman wears many hats – political consultant, investment strategist, and even professor, for lecturing at Hult International Business School. Given all of these activities, it's a wonder he still finds time to produce the teasers we've grown accustomed to reviewing here, like his Synbio Stocks and Alpha Profit Code.”

A massive and little-known change is currently underway in the United States.

What's Joel talking about here?

After much deliberation and hammering home the point about a powerful economic force and all of its consequences, we learn that Joel is talking about Natural Gas. Yep, good ol' natural gas.

See, back in the early 1900s, oil transformed American society from an agrarian economy into an industrialized one.

 

Beginning with the Spindletop discovery pictured above and the booming economy it helped create.

As this was happening, Americans began to demand their government do more. Sudden wealth had changed the political mood.

Fueling the Future

Today, Joel reasons that natural gas is doing the same and fueling the future.

Liquified Natural Gas (LNG) in particular is cheaper and cleaner than both oil and coal. This makes it the most viable energy alternative to oil, which governments are desperately trying to phase out.

I agree with this premise, as even the Energy Information Administration (EIA) admits that renewables only make up about 22% of the energy grid today and aren't expected to account for more than 44% by 2050.

Luckily, the U.S. is set up to completely dominate the LNG space for many years to come for two reasons:

  1. America has some of the best natural gas reserves in the world
  2. America has the best natural gas export infrastructure on the planet

This is likely to not only help Biden’s reelection campaign but eventually also give him an unprecedented public mandate.

If we act now, we can set ourselves up to profit from this massive economic trend in four simple steps according to Joel.

 

The Pitch

One of these steps entails getting our hands on three special reports in which Joel breaks down his LNG stock picks.

Source: altimetry.com

It is ours when we start a no-risk trial subscription to the Hidden Alpha monthly stock research service. Normally, it costs a minimum of $200 per year for individuals. But we can get a subscription today for only $49 (75% off).

The offer includes a 30-day money-back guarantee, three other special reports – The Perfect LNG Portfolio, Growing Wealthy with “U.S. Government Inc.”, My Favorite Two LNG Speculations, and subscribers-only access to Joel's forensic database, called The Altimeter, among other perks.

 

Four Steps to Profit from the LNG Boom

Joel has outlined four steps we need to take to both protect our money from the government expansion following an LNG boom and massively profit it at the same time.

They read like this:

Step #1: Buy Baker Hughes Company Stock

There are likely to be 24 new LNG export facilities built in the years to come, in addition to the eight already in place.

Baker Hughes supplies the pipes, pumps, compressors, etc., and services all the equipment and infrastructure to keep LNG fields running.

The reason is that in boom energy years, like we’re presumably headed into now and for the next decade, the profits this company generates, and the returns for investors are incredible. During the last six energy booms, the stock often shot up around 200%.

Thus Joel believes it's a safe and conservative way to double our money in the coming years. The ticker symbol is Nasdaq: BKR.

Step #2: Build the Perfect LNG Portfolio

This is a basket comprised of five U.S. firms that will gush cash in this Shale Renaissance and should provide extraordinary gains over the next few years and beyond.

All told, Joel conservatively estimates 300%+ gains in the coming years, and that’s not including dividends. 

We are provided with clues about a couple of these and I try to reveal them in the next section.

Step #3: The Best Way to Profit From Government Growth

If Joel is right about America becoming the Saudia Arabia of natural gas and the government keeps expanding as a result, there's one way to play it.

With one stock that is so intricately tied to the growth of the U.S. government that it’s almost like an arm of the government- but one that pays you instead of the other way around. I like where this is going…

He calls the company “U.S. Government Inc.” and believes this is the perfect retirement stock right now because there is zero doubt that the U.S. government will be much bigger in the future.

Step #4: Two Speculations that Could Dramatically Change Your Retirement

It holds true that nothing in the stock market…not tech stocks or IPOs or anything else, has the potential to produce simply massive gains than small-cap energy stocks in an energy bull market.

Joel expects much more of this over the next few years. That’s why he's encouraging us to make two small investments in speculative American LNG firms right now.

 

Revealing Joel Litman's LNG Stocks

Quite a bit to cover here, so let's start with the basket of five U.S. firms first.

The Perfect LNG Portfolio

  • The first company in the Perfect Portfolio is one of the biggest natural gas pipeline operators in the U.S.
  • About 50% of America’s natural gas headed for export touches this firm’s pipeline.

This is Kinder Morgan Inc. (NYSE: KMI), which owns the largest natural gas network in North America with some 82,000 miles of pipelines and 140 terminals.

  • The next company controls some of the best properties in the Marcellus and Utica developments. Combined they make up the biggest energy reserve in the world.

Joel is talking about either Chesapeake Energy Corp. (Nasdaq: CHK), Southwestern Energy Co. (NYSE: SWN), or Antero Resources Corp. (NYSE: AR), which are all top three in terms of production across the Marcellus and Utica shale fields.

No clues are provided about the final three stocks that make up the portfolio, so we'll move along.

The Best Way to Profit From Government Growth

  • 99% of this company’s revenues are in some way connected to the U.S. government.
  • Over the past five years, the stock is up 30% more than the S&P 500. Over the past decade, it’s up almost 500% more than the overall stock market.

This has to be KBR Inc. (Nasdaq: KBR). As it's the best-performing pure-play government contractor stock of the last five years.

Two Speculations that Could Dramatically Change Your Retirement

  • One of these companies is a very small firm that owns prime LNG shale assets in Texas and New Mexico. They’ve just made two key acquisitions and are set to grow at a very rapid pace as LNG exports keep growing.
  • The other energy speculation I want you to buy right now is the only type of pure-play business of its kind, with all its operations in U.S. properties.

In terms of the first pick, Coterra Energy Inc. (NYSE: CTRA) is one option. Not very small at a market cap of just over $19 billion. But it does own prime Permian Basin and Delaware Basin shale assets.

As for the second speculation, there isn't enough info here to venture even a wild guess.

 

300% Gains in the Coming Years?

Most of the picks mentioned above are already large or mega-caps, which hampers their future growth.

For this reason, I would look at small/mid-cap LNG plays with an operating history of at least 10-20+ years and an experienced management team in place that are well-positioned to deliver above-average returns in an energy bull market.

If you prefer to be a bit more conservative while also looking for some steady, reliable income, then energy royalty trusts are the way to go.

 

Quick Recap & Conclusion

  • Joel Litman is predicting a Joe Biden election victory in 2024, and it's all because of a powerful economic force – Natural Gas.
  • The way to play this “fuel of the future” that is both cheaper and cleaner than oil and coal is to buy some LNG stock picks that stand to profit big from an energy boom.
  • Joel breaks these picks down in a series of special reports, which are only available to subscribers of his Hidden Alpha monthly stock research service.
  • Barring a few picks on which next to no info was provided, we were able to make informed guesses about no less than three picks – Kinder Morgan Inc. (NYSE: KMI), either Chesapeake Energy Corp. (Nasdaq: CHK), Southwestern Energy Co. (NYSE: SWN), or Antero Resources Corp. (NYSE: AR), and KBR Inc. (Nasdaq: KBR).
  • All of these companies are already mature businesses, whose growth phases have come and gone. For this reason, I would look to smaller, well-run LNG plays to really capitalize on any perspective energy boom, as they will have the most upside.

Will there be an LNG energy boom in the U.S. starting this year? Let us know what you think in the comments.

8 thoughts on “Joel Litman’s LNG Stocks – Gains of 300% or More?”

  1. I do think that LNG will start to be produced more maybe not this year but next definitely. The other place I’ve been looking is Hydrogen companies.

    Reply
    • Hi Gregory. I’d be careful of hydrogen companies. With the current technology, producing hydrogen is a very carbon-intensive process and creates way more carbon emissions than it could ever prevent or replace. If word gets out, hydrogen companies will become a really bad investment.

      Reply
  2. Really the usa is not the natural gas powerhouse these countries are : Russia, Qatar, Iran and Turkmenstan. Gas transported via pipelines is cheapest way to transport. That is why nordstream was blown up, who profit from that?

    Reply
  3. I wouldn’t get too excited about LNG in the near future. A lot of governments are working together to keep prices down for LNG to help Europe get through the Ukranian war and to keep Russia’s natural gas profits down.

    Reply

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