Updated S-16 Company Profiles

[dan_s]

I just posted the following profiles under the Sweet 16 Tab. They have been updated for Q3 results and they contain my new Fair Value Estimate for each stock compared to First Call's current price target.

Carrizo Oil & Gas (CRZO): 3rd quarter loss is nothing to worry about. Eagle Ford, Niobrara & Marcellus looking good.
Continental Resources (CLR): The top oil producer in North Dakota + adding more production in Oklahoma
Energy XXI (EXXI): Production will rebound in Q4 and horizontal development drilling program s/b a winner. Their new joint venture with Exxon has a lot of upside.
Kodiak Oil & Gas (KOG): Still way below my Fair Value estimate but OAS looks better to me.
Oasis Petroleum (OAS): This mid-cap is ramping up production and reducing completed well costs.

Company profiles are only available to EPG members. You must log on, then click on the company logos under the Sweet 16 Tab.