*******
Original Posting
Without any real analysis, except a gut feeling based on everything I've posted / read this past three months, these are the "Bakken" companies that excite me the most:
Whiting: cash flow in Sanish; expanding in TFS and perhaps the Lodgepole
Newfield: expanding in ND Bakken; big presence in Alberta Bakken
KOG: price action
Oasis: IPO
NOG: unique business model
CLR: 22 rigs; "face" of the Bakken
ENB: doubling takeaway capacity in the Bakken
EEP: high distribution of profits back to investors
WHX: high distribution of profits back to investors
Of those listed, I accumulate shares in NOG, WHX, ENB, EEP.
I kick myself, as an investor, for not investing in OAS and KOG early on.
To some extent, I wonder if I missed Newfield early on.
For newbies: there has been a huge run-up in some of the companies noted above, and I am not recommending investing or not investing at this particular time. This is just idle chatter I would engage in if I were sitting in on a coffee klatsch at the Economart in Williston.
No comments:
Post a Comment