Energy Prospectus

Only saw the headline on-line, but I understand that there is a very bullish article in this weekend's Barrons.

If someone subscribes to the on-line version of Barrons, please post the article.

MrMuileh

Dan:

Would you say that CLR is your favorite among the Sweet 16 right now. All of them are bargains right now, but if you had to pick one for a combination of capital appreciation without a lot of risk, which one would it be?

Regards,

MrMuileh (Phil)

Open Range is one of the two companies that I suggested Dan have a look at, along with
Coastal.

MrMuileh

Dan: I've got a couple of companies that I think would be worthy candidates for your Sweet 1 or at least your Watch List. I realize that you can't track every energy company in the world, but these two have been doing exceptionally well of late and are expected to continue to do extremely well. Coas...

Hey Dan: Just wondering what your thoughts are related to Carl Icahn's 5%+ investment in CHK. Everyone knows that the near term outlook for NG prices is lousy, but most folks think that there is a lot of value in CHK's assets and Icahn will do his best to stir things up. I already had a position in ...

Chevron's acquisition of Atlas is another indication that some of the majors think the timing is good to invest in NG shares. You make more money investing in groups that are out of favor before they move than you do by investing in groups that are in favor and have already made most of their move. ...

Dan: I'm wondering if you're familiar with Gulf Keystone Petroleum. I'm hearing that they may have found a huge field in Kurdistan and I've heard positive comments from a few folks whose opinions I respect. Specifically, I'm referring to a poster named Denintex who I know from VF and Wiggling from V...

From Seeking Alpha this morning.

http://seekingalpha.com/article/231303- ... urce=yahoo

For those of you looking for divvys, MHR has a preferred stock that pays 10.25%. It trades for 25 and is callable for $25 approximately one year out, so this is probably not a long term thing, but nothing wrong with 10.25% for a year.

MrMuileh

Dan: I have a modest position in Tullow Oil based on their position in the Jubilee Field offshore Ghana and other exploration plays in or offshore Afrcia. Are you familiar with Tullow and, if so, what do think of them. Tullow seems like the type of company with big growth potential that could be a c...