For Investors Only

Last week, the Enercom conference, the best oil and gas conference of the year.

As usual, I couldn't keep up and unlike past years, I did not even try.

Good decision.

Raymond James did all the hard work and came up with their top investing picks after digesting all the news from the conference.

At least one name below is one of Don's favorite companies. Two of my favorite companies made the list.

Disclaimer: this is not an investment site. Do not make any investment decisions based on what you read here. 

The Raymond James picks:

• Anadarko Petroleum ... is adding rigs in the Permian basin, bringing the program total to eight, and is particularly excited about recent results in the Wolfcamp section of the basin. The company’s biggest asset is in the Wattenberg field, DJ Basin, and there are 4,000 locations remaining in Anadarko’s inventory there. 
• BPZ Resources ... may be a small cap investor's dream stock to buy. Its first well drilled in the Corvina field since 2010 was spudded in late July and likely will take about 12 weeks.
• Cabot Oil & Gas ... focuses on the Marcellus Shale in Pennsylvania, with approximately 200,000 net acres in the dry gas window of the play; the Eagle Ford in south Texas, with approximately 60,000 net acres in the oil window of the play; and the Marmaton oil play in Oklahoma, with approximately 70,000 net acres in the play.
• Concho Resources ... CEO Tim Leach was enthusiastic about Concho’s recent growth in the Delaware Basin, which grew 37% quarter over quarter. 
• Denbury Resources ... the possibility of the company forming an upstream master limited partnership (MLP) and potential tax consequences revolving around that structure and future drop-downs.
• Energy XXI ...  hinted at its presentation that management is looking for opportunities to monetize its ultra-deep and conventional gas exploration assets.
• Oasis Petroleum ... currently has 14 years of drilling in the Bakken shale in North Dakota. Eighty-seven percent of the company’s acreage is held-by-production, with the rest expiring in 2014, 2015 and 2016. 
• QR Energy ... after a recent acquisition is now one of the largest producers (2,300 barrels per day) in the historic East Texas oil field.
• Whiting Petroleum ... a 1,000 barrel per day test in Missouri Breaks driven by the new completion formula it had recently discussed on its second-quarter earnings conference call