S-16 with most exposure to NG

[dan_s]

All of our Sweet 16 companies will get a boost from higher natural gas prices. Here are the companies that benefit the most.

RRC, CRZO, XEC, EOG, UNT, EXXI, HP and SM

If natural gas pushes over $4.00/mmbtu it will be very bullish for the onshore drillers. Higher natural gas makes the core areas of the dry gas plays (Haynesville Shale, Barnett Shale and Fayettville Shale) profitable again.

RRC is the closest thing we have to a "gasser".

This is also very good news for CRK, SARA and SFY (small-caps I like)