EOG Over At Seeking Alpha -- Bret Jensen -- August 21, 2014

For investors only. I don't suppose I would normally do this as a stand-alone, but Bret Jensen is one of three really good analysts on the Bakken.

Over at SeekingAlpha, Bret Jensen is reporting:

• EOG Resources, the biggest leaseholder in the Eagle Ford shale formation, has sold off ~$10 a share or 10% on the recent decline in energy prices.
• This stock is never "cheap" but the pullback is a good entry point to start accumulating some shares of this premier E&P concern.
• The company has had an impressive history of production growth, possesses a deep drilling inventory and a growing percentage of production coming from oil & liquids. 

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.

Remember: Seeking Alpha is starting to take down some articles after awhile requiring a subscription to access. If you are interested in these stories, best to look at them sooner than later.  

And as long as I'm doing this, I might as well add the SandRidge earnings link from another analyst that Don sent me. Link here.

• The company beat 2Q consensus on the bottom line, but missed on the top line.
• We’re still unimpressed with what SandRidge has accomplished over the past year or so - noting that debt remains elevated.
• We didn’t expect the recent beat, but note that the company still expects full year 2014 to be below previous expectations.

SandRidge Energy managed to post 2Q earnings of $0.06 a share (beating $0.04 consensus), but revenues were $375 million (missing $392 million consensus). Shares took a 10% haircut on the earnings news.