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Russ Schultz

Russ Schultz
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  • Bakken Update: The Three Forks Has Huge Potential [View article]
    Buffalocave, take a look at ICPAX, Integrity Williston Bsn Md-N Amer Stk A. I am not an investor but this is a specific play that would meet your request I believe. The fund normally invests at least 80% of net assets in the stock of domestic and foreign issuers that are participating or benefiting from the development of the resources in the Williston Basin area and/or Mid-North America area. The fund manager is a small company in North Dakota. Top 10 holdings:

    Kodiak Oil & Gas Corp. (KOG) 6.39%
    National Oilwell Varco, Inc. (NOV) 5.76%
    Oasis Petroleum Inc (OAS) 4.94%
    Hess Corp (HES) 4.76%
    Carbo Ceramics, Inc. (CRR) 4.06%
    Baker Hughes Inc. (BHI) 4.06%
    Halliburton Company (HAL) 3.78%
    Cameron International Corporation (CAM) 3.63%
    Whiting Petroleum Corporation (WLL) 3.52%
    Lufkin Industries, Inc. (LUFK) 3.37%
    Apr 10, 2012. 08:33 AM | Likes Like |Link to Comment
  • Bakken Update: The Three Forks Has Huge Potential [View article]
    Appreciate the research as always Michael.
    Apr 9, 2012. 03:06 PM | 2 Likes Like |Link to Comment
  • Bakken Update: Q4 IP Rates In Dunn County Part 2 [View article]
    Here is a very helpful Bloomberg website for tracking Bakken oil priced for delivery at the Clearbrook, MN terminal. This courtesy of Michael Fitzsimmons in his article of February 13, 2012.
    http://bloom.bg/wGOEHF
    Feb 16, 2012. 01:02 PM | Likes Like |Link to Comment
  • Bakken Update: Oasis And Denbury Continue To Improve Initial Production [View article]
    Michael, noticed you sold your CRR (Carbo Ceramics since your last post of 11/7)?
    Nov 15, 2011. 03:22 PM | 1 Like Like |Link to Comment
  • April Nonfarm Payrolls: +244K vs. +185K expected, +216K in March. Unemployment 9% vs. 8.8% expected, 8.8% prior.  [View news story]
    Let's RIDE!
    May 6, 2011. 08:42 AM | Likes Like |Link to Comment
  • Ford (F) says its hybrid sales are up 67% YTD, even as industry-wide sales are fell 11%. Sales analyst George Pipas: "We are seeing a growing number of conquest sales, many of them from customers coming from import brands, mostly Toyota (TM) and Honda (HMC)." F +1.1% premarket.  [View news story]
    I've never owned a Ford but my next car will be a Ford. Won't even consider another brand.
    Dec 23, 2009. 09:21 AM | Likes Like |Link to Comment
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