Company Profiles

dan_s · Post by **dan_s** » Sat May 19, 2012 5:19 pm

The interns are getting back to work now that their brains have recovered from final exams. Three are getting "real jobs".

I have three drafts waiting for my attention. I should get them done next week.

> SM Energy (SM): Looks very interesting. Increasing liquids production and a strong position in the Eagle Ford. It is still highly leveraged to natural gas. For those who want to add more NG to your portfolio, this one is definitely one to consider. IMO there is no rush. Wait until you see our profile and my forecast model. SM Energy is on the short list to replace GeoResources in our Sweet 16.

> Kodiak Oil & Gas (KOG)

> Continental Resources (CLR)

Assigned today: GPOR, TGA, GST, OAS, XEC, PetroBank, Petrominerales, MMP, EPD, VNR