Seeking Alpha

The Nut Shell

We like simple investment stories, and Rosetta Resources' (ROSE) story is just about as simple as it gets:

This growing company is focused on pumping oil and gas from Texan soil. The company is profitable, well managed and currently severely undervalued. Imminent catalysts should trigger a re-rate with a minimum 35% upside by summer 2014; plus some more due to additional catalysts later in the year; plus even more if the oil price complies.

And that's already the end of this very simple story, let's get to the details...

Undervalued?

Here are some data points that have drawn our attention:

  • A PEG ratio of 1.0 theoretically indicates fair value. If the PEG ratio drops to

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