Seeking Alpha
  • Todd Johnson
    $SD, $SDT, $CHKR, $CHK Short these names unless one knows what the value of undrilled wells are. Ex-CEO's are < than 2-thumbs up. TJ
    3/24/13
    Reply (7)
    • Zeus2012: Why SDT and not SDR? Why CHKR and not other E&P companies with exposure to Granite Walsh.
      3/24/13
    • Energysystems: Long $ACMP. Still relying heavily on $CHK, but contracts are still in place regardless of asset sales. The only way I'd play it.
      3/25/13
    • TFCAB: Long SD 2014 $5 Calls; hoping that new management will unlock some value; we shall see
      3/25/13
    • John A Shulli: Per is getting hammered,but is a much better play than the above mention stocks. Long PER.
      3/25/13
    • Zeus2012: Agree, although it does have drilling risks. Going to see if I can buy it below $14.
      3/25/13
    • John A Shulli: Doesn't have much more to go.
      3/25/13
    • Zeus2012: Bought some over a week ago at $13.50. Don't think it'll drop that low though
      3/25/13