Link here.
Like Michael Filloon, I see the "market collapse" as a great buying opportunity for those with a long time horizon.
He has a nice analysis of Whiting's 2Q11 earnings report. If one wants to hear the "emotion" of how good the CEO thinks Whiting's prospects are, one only needs to listen to the conference call. The conference call won't be available forever but the transcript is almost as good.
I accumulate shares in Whiting and KOG (among others in the Bakken) and think that Whiting is one of the more interesting companies in the Bakken in terms of its strategy / business plan for the Bakken.
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