The energy sector has improved dramatically in the last quarter as a robust demand from China assisted in the significant rise in resource prices.

High oil and gas prices are a concern as they increase operating expenses of most companies.

Therefore the investor should consider companies that can pass the rise in expenses to the consumer, or where higher energy costs can be translated into robust revenues on one's income statement.

Over the past six to nine months, some financial advisors have been recommending an overweight exposure to the energy sector.

For investors interested in this sector, two companies that individuals may want to consider are:

Air Products & Chemicals

Symbol: APD

Exchange: NYSE

Market Price:$57.97

52 Wk High: $58.1552 Wk Low: $ 46.71

Air Products and Chemicals, Inc. has established an internationally recognised industrial gas and related industrial process equipment business, and developed strong positions as a producer of certain chemicals.

The industrial gases business segment recovers and distributes industrial gases such as oxygen, nitrogen, argon, and hydrogen and a variety of medical and specialty gases.

The industrial gases industry has historically grown twice as fast as as economic growth. APD is the world's largest supplier of hydrogen and carbon monoxide products (HYCO) and helium, and also supplies high purity gases, equipment and chemicals to the electronics industry.

Burlington Resources

Symbol:BR

Exchange:NYSE

Market Price:$42.21

52 Wk High:$46.4152 Wk Low:$25.42

Burlington Resources is one of the largest producers of natural gas in North America. Production of oil as well as natural gas is major part of the company's framework.

While gas prices should mitigate somewhat over the next year, the long-term outlook remains looks positive, as new supplies remain elusive.

Burlington Resources remains well positioned to benefit from long term above average pricing in natural gas products.

Paul Jenkins is a financial advisor with LOM Securities (Bermuda) Ltd. He can be reached at (441) 292-5000. One should consult an investment professional before making any changes or alterations in his or her portfolio.