The recent pullback in small cap oil and gas has provided an entry point. This has been a gift, as an improving world economy has increased demand for refined products. The direct beneficiaries are the refiners and especially those levered to the Bakken. PBF Energy (NYSE:PBF) and Northern Tier (NYSE:NTI) are both very good ways to play wide Brent/WTI differentials, and even wider Brent/Bakken Light. As it becomes more difficult to get Bakken crude out of North Dakota, operators will see margins tighten. Although I am bullish the Bakken going forward, other areas may be better like the Utica and Marcellus. Rex Energy (NASDAQ:REXX) could see 2014 production growth over 50% as Butler County...
|FREE||SA PRO MEMBERS|
|IDEA GENERATOR||X||Exclusive access to 10 PRO ideas every day|
|INVESTING IDEAS LIBRARY||X||Exclusive access to PRO library of more than 15,000 ideas|
|SECTOR EXPERT NETWORK||X||Exclusive access to all sector experts for direct consultation|
|PERFORMANCE TRACKING||X||Track performance of all PRO stock ideas|
|PROFESSIONAL TOOLS||X||Professional Idea Filters to zero-in based on industry, market cap and more|