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

Bakken Update: Permian Pure Play Athlon Has Howard County Upside

Back in October of last year, I published an article on Seeking Alpha that spoke highly of Athlon (NYSE:ATHL). This has turned out to be a good call, as the stock is up 28% since. There are several very good ways to play the Wolfcamp and all have appreciated significantly over the past 12 months. The reason for much of this is geology, as the Permian has more economic intervals than any other play in the country. Operators like Diamondback (NASDAQ:FANG), RSP Permian (NYSE:RSPP) and Parsley Energy (NYSE:PE) are all focused in and around Midland County. Most believe this is the best area in the Midland Basin, but this doesn't necessarily mean...

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