INVESTORS LOOKING TO BOOST THEIR EXPOSURE
“The world’s demand is going to insure that energy companies continue to collect revenue regardless of the price of oil,” says Keith Fitz-Gerald, chief investment strategist at Money Map Press and author of Fiscal Hangover. He notes China’s oil imports are growing by 12% a year, a rate that will bring its consumption up to U.S. levels in under 10 years. Among the energy/infrastructure plays he likes: Kinder Morgan Energy Partners (KMP), a distribution outfit that has major consulting contracts in China and other developing countries.
