He has a very short piece reminding us that Barclays picked EOG as the energy pick of the year (2014):
Some of the E&P names have sold off recently as oil prices have declined to near six month lows. Investors with "dry powder" can now find more attractive entry points on a variety of major producers. One E & P play seems to be popping up on a couple of "2014Top Picks" in energy lists and has declined some ~$20 a share from its recent highs is Eagle Ford & Bakken producer EOG Resources.Disclaimer: this is not an investment site. Do not make any investment decisions based on what you read here or what you think you may have read here My welcome/disclaimer explains why I post these investment stories.