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James Cullen » Comments » BRNC

  • Land-Based Drillers Extremely Mispriced [View article]
    Very nice article - it really caught my eye, although that might be a bit of confirmation bias on my part.

    The quantitative model I run monthly has selected GW and PTEN as "top 25" picks for the past several months; PDC dropped out of the top after running up about 20% since March... I don't quite do the in-depth analysis you did here, but fundamentally they are one of the top industry groups in the market.
    Jun 29 00:15 am |Rating: 0 0 |Link to Comment
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