For Investors Only -- What A Great Story for the Last Trading Day -- 7 Bakken Stocks To Do Well -- SeekingAlpha

Link here.

Here are the seven, in the order presented, that the writer says will rise 50 percent in share price: NOG, CLR, KOG, GeoResources (GEOI), Abraxas (AXAS), EOG, and OAS.

That's practically everything in the Bakken. I assume the  writer would have included BEXP, also, had it not been bought by Statoil.

Noticeably absent: Whiting, SSN, Triangle Petroleum --- which I found strange, unless the writer realized that was about all that was left.

Companies like Newfield, SM, Williams, XOM, COP, etc., are all in the Bakken, but the Bakken is a small part of their overall portfolio.

Blurbs from each that caught my interest:

OAS:

• 23,000 net acres in Indian Hill, which will be huge; this field right in the bull's eye
• 20% of their CAPEX will be in this one field
• "Increasing production and decreasing costs"

EOG: 

• Lukewarm analysis; counting on the Eagle Ford

AXAS:

• Small company, but nicely diversified: not only the Bakken, but also Eagle Ford
• I forget but I think Abraxas acreage in the Eagle Ford is substantial
• I don't own any shares of AXAS (and no plans to buy) but it certainly looks interesting

GEOI:

• Pristine balance sheet compared to its peers

KOG:

• 150,000 acres; could triple its production by end of 2012 (up to 30,000 bbls)

CLR:

• Production up to 70,000 bbls daily
• Note: CLR market cap $12 billion; almost 1 million acres in the Bakken; while KOG had less than 100,000 acres until recently; a market cap of $2 billion -- and then compare daily production of each)

NOG:

• Growth continues and rate of growth could accelerate
• Already to 160,000 acres; market cap, $1.5 billion and greater acreage than KOG