Friday, June 17, 2011

SeekingAlpha: Five Attractive Buys in the Oil Patch

Link here.

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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