Carrizo (NASDAQ:CRZO) has performed very well since my first recommendation. Much of this run has been recent, as Carrizo has executed well. It has beaten EPS estimates for four straight quarters, and is one of our favorite names. Its acreage in the Eagle Ford is very good, and its leasehold in the Utica may have significant upside. Carrizo has a good problem as its third play is in the Niobrara play of the DJ Basin. This acreage is positioned in the northeast extension, between Noble (NYSE:NBL) and Whiting (NYSE:WLL). Carrizo may sell this, as it would provide cash to develop acreage in its other two liquids rich plays. There would definitely be...
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