There has been a bit of a "widow-maker" trade in the energy sector over the past five years.
That trade has been betting on a recovery in natural gas.
The polar vortex of this winter has done wonders for short-term natural gas prices. But with tens of thousands of shale gas wells waiting to be drilled one has to wonder if the long-term situation for natural gas has actually gotten more bullish.
Hedge fund manager Bob Robotti discusses what he thinks is crucial when buying a natural gas producer today: