Companies mentioned: OAS, NOG, DNR, Swift Energy (SFY), and Clayton Williams Energy (CWEI).
The first two are pretty much pure Bakken play; the third (DNR) has broader interests (both geographically and business model).
I am not less familiar with the last two.
The author adds this last paragraph:
Lastly, you can find other players in the field with oil rich holdings such as Whiting Petroleum Corp., Continental Resources, Inc., and Brigham Exploration Company that are certainly worth a closer look.All of these have huge Bakken exposure. I still think accumulating shares in Bakken-related companies during these pullbacks will pay big dividends five years down the road.
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