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View Braden Holt's Comments
Seeing The Forest Through The Debt
The "screw EOG" comment may not have come off the way I intended it to. What I was trying to say is that EOG is a fantastic company who gets a lot of coverage, let's look at a much less sexy company to see if we can find some value.
I agree that financing is an unfortunate distraction for some of these small caps, particularly KOG. It will be interesting to see how they manage their spending moving forward. If they believe in the long-term fundamentals of the price of oil they don't need to overextend themselves because the oil itself isn't going anywhere.
Nov 1, 2012. 11:17 AM
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