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

Bakken Update: Basic Energy Continues To Excel, Levered To Fraccing

In just a few short years, unconventional oil production in the United States has almost replaced imports. This has been great for the economy, and better for small cap oil and gas. We continue to cover a large number of producers like Athlon (NYSE:ATHL), Matador (NYSE:MTDR) and Bonanza Creek (NYSE:BCEI). The E&Ps aren't the only way to play the increased resource being produced. The best way to look at oil and gas investment is in parts. By knowing these parts, one can get ahead of investments before certain sectors take off. Frac sand is a great example, as seen by US Silica (NYSE:SLCA). We see operators continue to put more sand down...

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