For Investors: Large Cap Producers In The Bakken -- Mike Filloon -- Seeking Alpha -- Bakken, North Dakota, USA

Link here.

Those who follow my articles would know I like EOG Resources as a large cap investment. There are plenty of reasons to be bullish on this company, but most importantly it established positions in the best U.S. unconventional plays early and cheap. EOG has a large number of drilling rigs to work these plays, and it is moving these rigs to liquids acreage from lower margin gas. The last reason to like EOG has to do with working interest. When companies like Chesapeake (CHK) are selling non-operated portions of its leaseholds, EOG is maintaining full interest. It is planning to do this while maintaining less than 30% debt to cap ratio.

Mr Filloon never disappoints; another nice article for investors in the Bakken.