Another analyst's views of investing in the Bakken: gives a call-out to Whiting and KOG, two of my favorites.
If I don't hold shares in a company in the Bakken that I say I favor or like, it's because I am limited in number of companies I feel I can invest in or amount of money available at any time for investing. I am heavily invested in energy and some days I just don't have enough money to invest in all the companies I would like. WLL and KOG fall into that category. If I had the funds I would invest in WLL and KOG. As it is, of the companies heavily connected to the Bakken, I am accumulating shares in CLR, ENB, and NOG. I used to hold a fair amount of MDU (one of my larger holdings) but with broad downturn in economy, I sold MDU quite awhile ago. MDU is now one I would start accumulating if I had a bit more cash. I also take advantage of huge dividends some royalty trusts are paying, some in the Bakken.
For long-term investors, used to a bit of volatility, I think accumulating shares in companies in the Bakken, and for conservative investors, I think MDU should be considered.
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