Watch Lists

[dan_s]

Updated Watch Lists are posted to the website each Monday morning.

The Excel version has macros built in that will take you directly to our profiles for most of the companies.

In early March we are going to introduce a "Drillers Watch List". We are now gathering information on eight offshore drillers to go with the seven onshore drillers that are now shown at the bottom of our E&P Watch List.

[rick]

Dan,

You were going to do an updat on Triangle Petroleum. I never did see it.

[dan_s]

Rick;

A draft is sitting in my in box. I was not that impressed with what they have done so far. I decided to wait until I see their 4th quarter results and year-end reserve report.
A real problem for the small-caps in a red hot play like the Bakken, is that they cannot get the rigs and other services they need. I think this is why KOG is always missing their guidance.

It will be late March before I can get back to Triangle.