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Sunday, May 15, 2011

Investors Only: Nine Companies That Had a Great 1Q11 -- Seeking Alpha

Link here.

Companies mentioned:
  • BEXP
  • EOG
  • Cabot Oil and Gas
  • Swift Energy
  • Stone Energy 
  • Double Eagle Petroleum
  • Range Resources
  • Apache
  • Pioneer Natural Resources
There were a lot of extenuating circumstances / headwinds for the oil and gas companies in 1Q11 -- hedging losses due to spike in oil prices / mark-to-market paper loss; and severe weather conditions in the midwest.

I am looking forward to a huge 2Q11 and probably even a better 3Q11. It could be a very, very good 2Q11 for investors.

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