Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Oasis Petroleum Getting Less Than Its Full Due

As one of the large operators in the Bakken (in terms of leased acres), Oasis Petroleum (NYSE:OAS) certainly isn't immune to the various concerns investors have about the space, including price differentials and the threat that well returns will decline as less promising formations are targeted. Oasis also has to deal with some concerns that are more company-specific like the question of whether their acreage is of lower quality and whether the company will overpay for acquisitions.

Despite these concerns, Oasis has done okay since my last write-up - rising almost 16% while the EPX Index has risen about 11%. On the other hand, when compared to the performance of other Bakken operators like Continental Resources (NYSE:CLR...

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