Michael Filloon
Oil & gas, energy, hedge fund manager, commodities

Matador's Recent Streak Should Continue

Matador (NYSE:MTDR) was one of the better plays of 2013. It has continued to baffle analysts, beating estimates for four straight quarters. It may be the best way to play the Eagle Ford through a small cap operator, as it is beginning to ramp production up. Management has done an excellent job, performing well on both the top and bottom lines. This is significant when we consider the size. Matador has built a position in the Delaware Basin. This is an area I like, as it has several prospective intervals and a very thick combination of pay zones. Keep in mind, Matador has had a non-op relationship with EOG Resources (NYSE:EOG). I believe this has a...

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