There’s no “one size fits all” approach for reconciling choppy short-term trends with more exciting long-term drivers, but I find these situations can often lead to above-average investment gains for the patient investor. Chart Industries (GTLS) definitely has some near-term risk to lower natural gas-related spending in the upstream and midstream markets it serves, and some industrial cycle risk as well, but I believe those short-term risks pale next to the long-term opportunities in LNG, alternative fuels, and new end-markets.
I’m pretty bearish on U.S. onshore oil & gas spending, but I’m not