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Two stories on Emerald, sent to me by Don.

A short note on EOG.

"Snapshots" of operators in the Bakken are posted here. 

First Emerald:

• possibly the most undervalued company in the Bakken
• operations update -- biggest change: it has doubled the number of its operated rigs (from 1 to 2)

Second, EOG:

It's time to readjust portfolios towards energy to remain safe in more turbulent bond and stock markets, TheStreet's Dan Dicker writes; investing in a staple commodity requires buying staple-like oil companies, especially E&P names that can monetize a sticky and high price for oil. Yield generators such as XOM and CVX will lag, while higher beta names such as APC, NBL and EOG will outperform.