Seeking Alpha

If you still have a hunger for risk and it's aimed at energy, look beyond even cheap-looking Big...

If you still have a hunger for risk and it's aimed at energy, look beyond even cheap-looking Big Oil shares to smaller firms in oil shale (like SM, OAS and COG, or ETFs like PSCE or IOIL) - pricier, but maybe better positioned in newer technologies like horizontal drilling and hydraulic fracturing, and which may be takeover targets for the big boys.
Comments (7)
  • I like your call on SM

     

    Good player in the Eagle Ford

     

    No position in SM but hold NFX as a 'smaller' player that has been beaten up.
    7 Jan 2012, 08:56 AM Reply Like
  • KOG, TPLM, BCEI are even better bets
    7 Jan 2012, 09:12 AM Reply Like
  • XLES has changed symbols to PSCE.

     

    Top holdings: http://bit.ly/wSfVFJ
    7 Jan 2012, 11:52 AM Reply Like
  • CLR.....could be attractive to big oil imo, although long small positions in small E&P guys.
    7 Jan 2012, 02:17 PM Reply Like
  • SM and COG are both good bets. As are GEOI, CWEI, CXPO, ROSE, FST, MHR, and CRZO.
    7 Jan 2012, 05:54 PM Reply Like
  • I'm going with TPLM, DEJ, and LEI. I would like to also pick up some KOG on a pullback.
    8 Jan 2012, 02:16 AM Reply Like
  • I've been thinking about adding some LEI as well, good call rpainter.
    8 Jan 2012, 08:07 AM Reply Like
DJIA (DIA) S&P 500 (SPY)