Forbes: "EOG’s performance in recent years has been nothing short of remarkable. With leading positions in the world’s two hottest oil fields, the Eagle Ford and Bakken, EOG has grown its crude oil production 43% a year for the past three years. No company better exemplifies America’s oil supply miracle. And it still has plenty of drilling to do."
http://www.forbes.com/sites/christopher ... -producer/
You can argue that EOG has outgrown our Sweet 16, but IMO it is still trading at a significant discount to its break-up value. I think their Eagle Ford leasehold is the single most valuable piece of real estate in the world. If they put it up for sale, the top bid would exceed EOG's current market cap.
My Fair Value Estimate for EOG is $215/share and that number is likely to go up when they report outstanding 4th quarter results. Today, EOG produces 1.3 bcf per day of natural gas. They are going to report a nice (unexpected) revenue boost from the recent run up in gas prices.