Michael Filloon
Oil & gas, small-cap, growth at reasonable price, hedge fund analyst

Bakken Update: Athlon Offers Unique Exposure To The Northern Midland Basin

2013 has been an interesting year for oil and gas. In January, I recommended keeping some cash on the sidelines. There were several possible catalysts that could prove positive for the sector. The most important variable in the Bakken was a tightening of differentials. Rail logistics moved North Dakota and Montana crude to both coasts. With less oil piped to Cushing, it helped ease the bottlenec...

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