Companies and Stocks

Bakken Update: Permian Pure Play Athlon Has Howard County Upside

By Michael Filloon: Back in October of last year, I published an article on Seeking Alpha that spoke highly of Athlon (ATHL). This has turned out to be a good call, as the stock is up 28% since. There are several very good ways to play the Wolfcamp and all have appreciated significantly over the […]

Bakken Update: Merger Creates Bakken And Eagle Ford-Focused Small Cap

By Michael Filloon: I personally recommended buying Earthstone (ESTE) back in August of last year. There were several reasons, as this Bakken non-operator had made some good changes. It had placed dollars in several areas in North Dakota and Montana. After seeing the results, it decided to focus on Banks Field. This area has excellent […]

Bakken Update: Bonanza Creek Is Up Over 20%, More Potential Ahead

By Michael Filloon: Bonanza Creek (BCEI) may be the best way to play the Niobrara. It had value into earnings, after notifying its CEO was retiring. This wasn’t good news, but it didn’t justify the pullback. There are several reasons to like Bonanza, but it became much more appealing after quarterly miss. This worsened during […]

Bakken Update: Triangle Petroleum May Have 43% Upside In 2014

By Michael Filloon: Triangle Petroleum (TPLM) continues to be one of our favorites for 2014. There are several reasons, but its integrated model is the most intriguing. Triangle provides all of the advantages to investment in a small cap, but also provides benefits from its integrated model. As a small cap it provides significant growth […]

BakkenUpdate: Rex Energy Blows By Q1 Analyst Estimates On Its Way To $30/Share

By Michael Filloon: The strength in crude pricing and weakness in natural gas has created a focus on oil based plays. The Bakken, Eagle Ford, and Permian have some of the best small cap operators in the United States. Many of these trade at high valuations and provide more risk in a market downturn. There […]

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