Two stories on Emerald, sent to me by Don.
A short note on EOG.
"Snapshots" of operators in the Bakken are posted here.
- 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)
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.