Around The Horn -- Early Morning Trading

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

KOG up slightly; trading at new highs, $10.24.

Investors love the Oasis story: up $2.00, 5%. At $9,000/acre this was a nice story; complements their existing acreage. Lenders have faith.

CVX and COP up slight; XOM flat.

EOG up $2.00; up 1.25%; hits new high, $162.62. Sweet.

CHK flat, but shows green (one penny); better than red.

SD up 1%. SD continues its nice run.

HK up 2%; TPLM up about 1.25% -- another nice move.

AMZG: up; trading at new highs ($2.42); this has been a huge story.

UNP up almost a dollar.

I don't follow BNSF (BRK) much any more; BRK follows the market in general.

ENB, EEP both up nicely.

SRE continues to struggle.  TransCanada flat.

Every Bakken operator, it looks like is doing very, very well on the Oasis announcement. Based on recent deals, it looks like acreage in the North Dakota Williston Basin Bakken is holding its value at $7,500 to $15,000/acre. 

The nice moves for the Bakken operators come on a day when the market is fairly flat; oil is flat; and investors are conflicted about better economic data; flat employment numbers; impending war with "boots on the ground." To coin a phrase.