Monday, September 17, 2012

For Investors Only -- Miscellaneous Links

From Yahoo!Finance:
Robert W. Baird expects QE to be positive for oil-based, beta E&P companies. The firm identifies Kodiak Oil & Gas (KOG), Oasis Petroleum (OAS), Denbury Resources (DNR), and Pioneer Natural (PXD) as its top ideas, in roughly that order.
The usual disclaimer: this is not an investment. Make no investment decision based on what you read at blog. This blog is for education, entertainment, and information-sharing.

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CVX leads the Dow higher. Why? And The Street continues to rate it as a buy. I remember not many years ago it was considered the worst of the three (XOM, COP, and CVX). How times change. And CVX has a number of international lawsuits to deal with.  The number? Two (2). That I know of. At least I think they are lawsuits. Whatever.

Is this why? -- Wall Street Cheat Sheet
Chevron Corporation and Argentina’s government-run YPF Sociedad Anonima have reached an arrangement through which shale in the latter’s Vaca Muerta region will be developed. The region is thought to contain massive amounts of shale oil and shale gas resources. Currently, YPF is searching for partners and funding with which to conduct an ambitious exploration and production plan during the next five years.
MDW blogged about EOG and the Vaca Muerta almost a year ago.

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From Motley Fool, this is kind of interesting: the five best places for oil and gas to invest
5. Manitoba
4. North Dakota
3. Texas
2. Mississipppi
1. Oklahoma
Yes, this is a global list. But Motley Fool says the geopolitical risk in North America is low, these give rank highest, worldwide.  

2 comments:

  1. Rich.

    http://fuelfix.com/blog/2012/09/17/oil-boom-wealth-a-mixed-blessing-for-eagle-fords-school-districts/

    anon 1

    ReplyDelete
    Replies
    1. Sounds like the Bakken all over again: lots of money, but lots of workers flooding in to area; property values rising, but getting too expensive to buy/rent.

      Delete