December 8, 2016, 9:30pm EST

Back in early June I talked about the building story for a breakout in natural gas prices.

Oil had doubled off of the bottom, but natural gas had lagged the move. This created really compelling opportunities for the natural gas stocks that had survived the downturn–and for those that had emerged from bankrupcy positioned to be debt-free cash machines in a higher price environment.

We looked at this chart as it was setup for a big trend break …

It was trading at $2.60 at the time and, as I said, “it looked like the bounce was just getting started” and “could be looking at the early stages of a big run in nat gas prices,” especially given that it was trailing the double that had already taken place in oil.

That break happened in October. And natural gas traded above $3.70 today. Four bucks is near the midpoint of the $6.50-$1.65 range of the past three years. And we’re getting close.

Remember, I said natural gas stocks are a leveraged play on natural gas prices. And back in June I noted the move in Consol Energy (CNX), which had already quadrupled since January. It sounds like you missed the boat? It’s nearly doubled since June!

We have 15% exposure to natural gas related companies in our Billionaire’s Portfolio.  Follow me and look over my shoulder as I follow the world’s best investors into their best stocks – they tend to be in first, before stocks like Consol make their moves. Our portfolio is up more than 27% this year. You can join me here and get positioned for a big 2017.