SYRG,EPL,CJES

[rick]

Dan,
I see in your news letter that you are going to take a look at Synergy Resources (SYRG). I wonder if your interns would have a chance to look at two other companies: EPL Oil and Gas Inc. (EPL) and CJES Energy Services (CJES)? I know you are busy now with earnings--but maybe after that. I have been "IN and OUT" of these companies over the last couple of years and still like what see. I'm " OUT" of them now unfortunately because they have continued to go up. Synergy is up over 70% since I sold it(I sure missed that one)--but the other two are doing well also. Maybe CJES would do a luncheon since they are based in Houston. I just got back from San Antonio and I really like what I see going on in the Eagle Ford.

Thanks for your time,

Rick

[dan_s]

I will add them to the list for March. First priority is to update all the profiles & forecasts on the companies in our three portfolios. I took a look at SYRG a month ago and it does look good.

Right now there are a lot of undervalued small-caps. Just make sure their revenues are tied to crude oil prices. Natural gas and NGL prices are going to remain low this year.