Around The Horn

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KOG hits a new high ($10.22), up a couple of pennies.

Oasis up slightly.

CVX, COP, XOM: all up slightly.

EOG up nicely; up almost $2.00; 1.25%; fracking improved our national security more than the Department of Defense -- Motley Fool.

CHK is up, flirting wit new highs; but SD up slightly; SD continues its nice run, up about 1.3%.

UNP down a bit.

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

ENB, EEP both down slightly.

SRE, TransCanada: both down about a percent.

Market relatively uninteresting early in the trading day. Oil is firming; market is skittish over Syria.

Having said that, from Seeking Alpha:

• UBS highlights top energy stocks to buy that could benefit from the current Middle East situation.
• UBS expects the large integrated oil companies, including Exxon Mobil and Chevron, to benefit from the increase in oil pricing, even if it is temporary.
• While E&P companies are more sensitive to changes in commodity prices than the majors, they also may have the most upside potential among energy stocks; the firm focuses on DVN, EOG, and Whiting.
• UBS would hold names in the oil services group through the period and buy on any dip: BHI, HAL, SLB.
• Refiners are at a disadvantage as oil prices rise and better off when prices fall, so UBS would focus on other areas for now.