Cheniere Energy (LNG)

Our PAST TOP PICK with LNG has triggered its stop at $215.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment gain of 33%, when combined with our previous guidance.  

Our PAST TOP PICK with LNG is progressing well.  To remain disciplined, we recommend trailing up the stop (from $195) to $215 at this time.  

Our PAST TOP PICK with LNG is progressing well.  To remain disciplined, we recommend trailing up the stop (from $177) to $195 at this time.  

Our PAST TOP PICK with LNG has achieved its target at $188.  To remain disciplined, we recommend covering half the position at this time and maintaining the stop at $177.

Our PAST TOP PICK with LNG is progressing well.  To remain disciplined, we recommend trailing up the stop (from $153) to $177 at this time.

We again reiterate LNG as a TOP PICK.  Cash reserves are growing, which is allowing the company to allocate another $4 billion towards capital expansions while receiving investment-grade credit status.  Its Corpus Christi Stage 3 project will see first LNG later this year.  It trades at 18x earnings and supports a robust 78% ROE.  We suggest trailing up the stop (from $140) to $153, looking to achieve $198 -- upside potential of 19%.  Yield 1.0%   

We reiterate this builder and operator of liquified natural gas facilities as a TOP PICK.  We like that cash reserves continue to grow, while debt is reduced and shares bought back.  It trades at 18x earnings.  With low domestic natural gas prices in the US, this will make for good demand to export in the near term.  We continue to recommend a stop at $140, looking to achieve $201 -- upside potential of 25%.  Yield