Barrons on line today
http://blogs.barrons.com/stockstowatcht ... o_news_top
Dan: You should be a consultant to Goldman Sachs. You do an outstanding job.
God Bless
Goldman Sachs on Top Shale plays
Re: Goldman Sachs on Top Shale plays
We do have a few members that work at Goldman Sachs and I have seen some of their reports that look a lot like mine. I do like it when other analysts agree with me. I think OAS definitely deserves the top pick, not so much Approach.
I like Approach because their large leasehold position in the Permian makes them a Takeover Target.
Take a look at the big move TPLM made after reporting strong fiscal Q4 results. It think OAS could make a similar move after they report Q1 results in a couple weeks. Some of the analysts on the OAS Q4 CC took some of what they said about weather related delays the wrong way. OAS is going to report VERY STRONG production growth later this year.
I like Approach because their large leasehold position in the Permian makes them a Takeover Target.
Take a look at the big move TPLM made after reporting strong fiscal Q4 results. It think OAS could make a similar move after they report Q1 results in a couple weeks. Some of the analysts on the OAS Q4 CC took some of what they said about weather related delays the wrong way. OAS is going to report VERY STRONG production growth later this year.
Dan Steffens
Energy Prospectus Group
Energy Prospectus Group