Seeking Alpha
  • Hillbilly Stock Star
    QEP, MTDR, KOG..........wildcat longs.
    7/9/12
    Reply (10)
    • Brandon Gibbs: Little MTDR dip was bought up this morning. Long
      7/9/12
    • Mercy Jimenez: Yes the dip bought up on OAS also; Bakken and Eagle Ford rule!
      7/9/12
    • Hillbilly Stock Star: CSX.......I guess is rails (all) have 5 year window to make "Bakken Cash" imo, Long.
      7/9/12
    • Hillbilly Stock Star: Plan is to put 1.5 million barrels of oil on wheels east and west. 2000 ish rail cars.
      7/9/12
    • Mercy Jimenez: Agree also watching the rails w/ earnings season; some are over bought IMO e.g. NSC + others like GBX over sold on the basis of 1 downgrade;
      7/9/12
    • cn_habs: why are they up so much today?
      7/9/12
    • Mercy Jimenez: Oversold w/ oil price drop; now expectation=oil price increase; Norwegian strike threatens supply short term; http://on.wsj.com/MdPbBr
      7/9/12
    • cn_habs: yeah it's prob the strike in Norway
      7/9/12
    • cn_habs: but the energy sector is mostly down 1% except KOG
      7/9/12
    • Hillbilly Stock Star: PAA......small nibble on dip & dist. increase, Long.
      7/9/12