Bob de'Long: Bob de'Long: Thanks, I'll try; I loaded up on today's big losers SD and CHK

Tom in Texas: Catch the falling knife at what point?

Tom in Texas: Analysts say +0.10, whisper # +0.15. Average oil price up almost 10% from Q4 2011 to Q1 2012. Could beat.

C Michael Croston: KOG already guided lower, didn't affect price. Production quadrupled, higher oil $$$ during period. May be big suprise...

Michael Filloon: They could beat, but Kodiak historically has had trouble making earnings when everything is good. Costs might be quite a bit higher.

mike_simms: Buying opportunities abound for energy, wait for further fall. Awesome.

ccijfk1: What about DNR? Stock is taking a big hit after great earnings. What gives?

Michael Filloon: Mostly on the price of oil. DNR is cheap here.

hydepark45208: Still a fan of SD?

Michael Filloon: I like the stock, but think there are better ways to play the space than SD. I think we could see a pullback in the short term.