Seeking Alpha
  • Michael Filloon
    Look for a Kodiak (KOG) miss tomorrow as an opportunity to buy the stock or add to your position.
    5/2/12
    Reply (10)
    • Bob de'Long: Bob de'Long: Thanks, I'll try; I loaded up on today's big losers SD and CHK
      5/2/12
    • Tom in Texas: Catch the falling knife at what point?
      5/2/12
    • Tom in Texas: Analysts say +0.10, whisper # +0.15. Average oil price up almost 10% from Q4 2011 to Q1 2012. Could beat.
      5/2/12
    • C Michael Croston: KOG already guided lower, didn't affect price. Production quadrupled, higher oil $$$ during period. May be big suprise...
      5/2/12
    • Michael Filloon: They could beat, but Kodiak historically has had trouble making earnings when everything is good. Costs might be quite a bit higher.
      5/3/12
    • mike_simms: Buying opportunities abound for energy, wait for further fall. Awesome.
      5/4/12
    • ccijfk1: What about DNR? Stock is taking a big hit after great earnings. What gives?
      5/9/12
    • Michael Filloon: Mostly on the price of oil. DNR is cheap here.
      5/9/12
    • hydepark45208: Still a fan of SD?
      2/7/13
    • 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.
      2/7/13
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