Don sent me this article. Incredibly good, incredibly detailed. The first few paragraphs: every sentence is an incredibly important data point. The story would have more impact if they broke up the long paragraphs; it is difficult to read in an age where folks are used to Twitter (140 characters max).
As a bonus, Morningstar even includes a list of companies that deserve consideration. Two of the five companies have significant exposure in the Bakken:
- WLL
- BHI
- Ultra Petroleum
- BG Group
- Energy Transfer Equity
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