Mark Fisher: Go Long Natural Gas? (CHK, XOM, CVX, COP)

Noted commodities trader Mark Fisher was on CNBC earlier and he said that we have enough natural gas to not rely on anyone. Fisher said that "averaging into" a natural gas position on any weakness would be a good strategy.

Some names to consider in this sector are Chesapeake Energy CHK, Exxon Mobil XOM, Chevron CVX, and Conoco Philips COP as these companies have significant natural gas operations. Exxon Mobil, with its purchase of XTO Energy a couple of years ago, is now the largest producer of natural gas in the U.S.