Out Fox The $treet

Summary Cheniere Energy continues lining up new projects before getting the primary Sabine Pass LNG export project into production. The company is continuing to build up debt levels. The competitive landscape in the LNG export market continues heating up as the Gorgon LNG project faces issues with selling test gas. Cheniere Energy's execution risks continue adding up until the company gets major projects into production.     As alluded to in Cheniere Energy: Paying Up For Unfinished Projects , the company is in the midst of a major building boom. The scale of the proposed projects are almost unprecedented considering the company has limited production facilities and proven results. What Cheniere Energy (NYSEMKT: LNG ) does have is ideal assets for building LNG export facilities and a first-mover advantage in getting FERC approval for exporting a precious resource that originally faced concerns that the government woul...

Summary The market wrongfully sees Twitter as a struggling company. The company has enormous untapped potential that Project Lightning and other opportunities will unleash. Twitter appears expensive at 50x forward earnings, but the growth rate is significantly higher making the stock cheap.    After writing " Why Twitter Is Borderline Cheap " approaching roughly 11 months ago, the stock is trading down from that level now. Sure Twitter (NYSE: TWTR ) has made a couple of runs significantly higher, but the stock has failed to break out. In both cases, it has traded down to roughly $35.  Read the full article on Seeking Alpha.   Disclosure: No positions mentioned. Please read the disclaimer page for more details.