Friday, November 4, 2011

SeekingAlpha Transcripts for Several Bakken-Related Oil Companies -- The Bakken, North Dakota, USA

A big thank you to Don for sending these my way; makes it easier to move along more quickly. These, of course, will also be linked at "Earnings Central" on the sidebar at the right.

Of the four below: DNR is the most exciting in that I understand it least. No, I "get" the company, I just have trouble sorting out how much the different pieces contribute to the overall bottom line. But DNR keeps showing up on those lists of  "5 Stocks You Must Own" or "Ten Stocks Poised to Pop."

CLR and WLL seem pretty straightforward by comparison. I think folks who follow CLR will be in for quite a pleasant surprise 3Q12 based on comments in the Q&A for 3Q11 -- more on that later.

And EOG -- simply huge.

Now, the links:

CLR
 
 
WLL
 
 
DNR
 
 
 
EOG
 
http://seekingalpha.com/article/304565-eog-resources-ceo-discusses-q3-2011-results-earnings-call-transcript?source=yahoo
Posted by at

No comments:

Post a Comment

Note: Only a member of this blog may post a comment.

Subscribe to: Post Comments (Atom)