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.
    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