Bakken Update: Investment Trends In The Bakken's First Quarter Of 2013 [View article]
I don't like PVA, PQ or EPM very much (but I haven't done a lot of work on the last two). That's not to say that these companies wont go up in stock price, I just like some other companies a little better. TPLM: I have sold this position on a quick trade. I am a little worried about their second quarter and how they will book work for Rockpile. Its a big win if they figure out how to separate the two, kindof like we saw at OAS. Speaking of OAS, I like it and have a conservative target of $42-$43. They continue to show us that their management knows what they are doing and continue to beat numbers. KOG: I sold today around $9, will buy back if it breaks through. Hoping for a pullback here though so I get it back cheap. BCEI: also sold today, but also hoping the same as with KOG. Still like both a lot. FANG: I own it, and should do more work on it. will continue to run with a tight stop. Just continues to rip. PBF: I continue to own, but sold about 2/3 of the position (just took profits). Still like a lot. Hoping for Texas crude to be shipped to the east coast. TSO: Sold today, but also like a lot. Gotta go, but will try to keep everyone updated. .
Bakken Update: Investment Trends In The Bakken's First Quarter Of 2013, Part II [View article]
I don't like PVA, PQ or EPM very much (but I haven't done a lot of work on the last two). That's not to say that these companies wont go up in stock price, I just like some other companies a little better. TPLM: I have sold this position on a quick trade. I am a little worried about their second quarter and how they will book work for Rockpile. Its a big win if they figure out how to separate the two, kindof like we saw at OAS. Speaking of OAS, I like it and have a conservative target of $42-$43. They continue to show us that their management knows what they are doing and continue to beat numbers. KOG: I sold today around $9, will buy back if it breaks through. Hoping for a pullback here though so I get it back cheap. BCEI: also sold today, but also hoping the same as with KOG. Still like both a lot. FANG: I own it, and should do more work on it. will continue to run with a tight stop. Just continues to rip. PBF: I continue to own, but sold about 2/3 of the position (just took profits). Still like a lot. Hoping for Texas crude to be shipped to the east coast. TSO: Sold today, but also like a lot. Gotta go, but will try to keep everyone updated. My ARII has been a bit of a flop, but traded nicely today. I should have been on FTK, but bought a while back and sold and should follow better.
Bakken Update: Investment Trends In The Bakken's First Quarter Of 2013, Part III [View article]
charmion,
I don't like PVA, PQ or EPM very much (but I haven't done a lot of work on the last two). That's not to say that these companies wont go up in stock price, I just like some other companies a little better. TPLM: I have sold this position on a quick trade. I am a little worried about their second quarter and how they will book work for Rockpile. Its a big win if they figure out how to separate the two, kindof like we saw at OAS. Speaking of OAS, I like it and have a conservative target of $42-$43. They continue to show us that their management knows what they are doing and continue to beat numbers. KOG: I sold today around $9, will buy back if it breaks through. Hoping for a pullback here though so I get it back cheap. BCEI: also sold today, but also hoping the same as with KOG. Still like both a lot. FANG: I own it, and should do more work on it. will continue to run with a tight stop. Just continues to rip. PBF: I continue to own, but sold about 2/3 of the position (just took profits). Still like a lot. Hoping for Texas crude to be shipped to the east coast. TSO: Sold today, but also like a lot. Gotta go, but will try to keep everyone updated. My ARII has been a bit of a flop, but traded nicely today. I should have been on FTK, but bought a while back and sold and should follow better.
Bakken Update: Investment Trends In The Bakken's First Quarter Of 2013 [View article]
TPLM: I have sold this position on a quick trade. I am a little worried about their second quarter and how they will book work for Rockpile. Its a big win if they figure out how to separate the two, kindof like we saw at OAS.
Speaking of OAS, I like it and have a conservative target of $42-$43. They continue to show us that their management knows what they are doing and continue to beat numbers.
KOG: I sold today around $9, will buy back if it breaks through. Hoping for a pullback here though so I get it back cheap.
BCEI: also sold today, but also hoping the same as with KOG. Still like both a lot.
FANG: I own it, and should do more work on it. will continue to run with a tight stop. Just continues to rip.
PBF: I continue to own, but sold about 2/3 of the position (just took profits). Still like a lot. Hoping for Texas crude to be shipped to the east coast.
TSO: Sold today, but also like a lot. Gotta go, but will try to keep everyone updated. .
Bakken Update: Investment Trends In The Bakken's First Quarter Of 2013, Part II [View article]
TPLM: I have sold this position on a quick trade. I am a little worried about their second quarter and how they will book work for Rockpile. Its a big win if they figure out how to separate the two, kindof like we saw at OAS.
Speaking of OAS, I like it and have a conservative target of $42-$43. They continue to show us that their management knows what they are doing and continue to beat numbers.
KOG: I sold today around $9, will buy back if it breaks through. Hoping for a pullback here though so I get it back cheap.
BCEI: also sold today, but also hoping the same as with KOG. Still like both a lot.
FANG: I own it, and should do more work on it. will continue to run with a tight stop. Just continues to rip.
PBF: I continue to own, but sold about 2/3 of the position (just took profits). Still like a lot. Hoping for Texas crude to be shipped to the east coast.
TSO: Sold today, but also like a lot. Gotta go, but will try to keep everyone updated. My ARII has been a bit of a flop, but traded nicely today. I should have been on FTK, but bought a while back and sold and should follow better.
Bakken Update: Investment Trends In The Bakken's First Quarter Of 2013, Part III [View article]
I don't like PVA, PQ or EPM very much (but I haven't done a lot of work on the last two). That's not to say that these companies wont go up in stock price, I just like some other companies a little better.
TPLM: I have sold this position on a quick trade. I am a little worried about their second quarter and how they will book work for Rockpile. Its a big win if they figure out how to separate the two, kindof like we saw at OAS.
Speaking of OAS, I like it and have a conservative target of $42-$43. They continue to show us that their management knows what they are doing and continue to beat numbers.
KOG: I sold today around $9, will buy back if it breaks through. Hoping for a pullback here though so I get it back cheap.
BCEI: also sold today, but also hoping the same as with KOG. Still like both a lot.
FANG: I own it, and should do more work on it. will continue to run with a tight stop. Just continues to rip.
PBF: I continue to own, but sold about 2/3 of the position (just took profits). Still like a lot. Hoping for Texas crude to be shipped to the east coast.
TSO: Sold today, but also like a lot. Gotta go, but will try to keep everyone updated. My ARII has been a bit of a flop, but traded nicely today. I should have been on FTK, but bought a while back and sold and should follow better.
Bakken Update: Small Oil And Gas Stock Picks On The Pullback [View article]
I still own KOG, but sold my TPLM position after the last run up.
Bakken Update: Buy The Pullback [View article]
Bakken Update: Small Oil And Gas Stock Picks On The Pullback [View article]
Bakken Update: Bakken Well Costs Are Decreasing Faster Than Companies Indicate [View article]
Bakken Update: An Overview Of World Refining And How To Invest In 2013 [View article]
Bakken Update: Triangle's Accounting Issue Is A Non-Factor [View article]
Bakken Update: PBF Energy Misses, But Continues To Increase Bakken And Canadian Feedstocks [View article]
Bakken Update: Investment Trends In The Bakken's First Quarter Of 2013 [View article]
Bakken Update: Investment Trends In The Bakken's First Quarter Of 2013, Part II [View article]
Bakken Update: Investment Trends In The Bakken's First Quarter Of 2013, Part III [View article]
Bakken Update: Bakken Well Costs Are Decreasing Faster Than Companies Indicate [View article]
Bakken Update: Bakken Well Costs Are Decreasing Faster Than Companies Indicate [View article]
Either way (Eagle Ford or Utica) feedstock costs could go way down.