National Fuel Gas Company
NFG
position
long
Mario Gabelli
Thesis
National Fuel Gas is a stable utility company with a long history of paying dividends and a significant amount of land for gas extraction. It is currently trading around $55, and its business model is supported by a growing customer base in a cold climate, making it a solid long-term investment.
Did it work?
inconclusive
confidence: low
While National Fuel Gas has experienced a significant price increase of 43.5%, the time elapsed since the pitch is unknown, making it difficult to assess whether this performance aligns with the long-term investment thesis. Without a clear timeframe, we cannot determine if the thesis has fully played out or if this return is merely short-term noise.
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