Energy Prospectus

Kyle Bass, founder of Dallas, Texas-based hedge fund Hayman Capital Management, has built a reputation for predicting and benefiting from economic events, such as the subprime mortgage crisis and the European sovereign-debt crisis. Recently, he has been loading up on some of our Sweet 16 companies.

http://finance.yahoo.com/news/energy-ac ... 52825.html

I urge all of you to read our recent profile on Bonanza Creek (BCEI). The share price is way off the 52-week high and I cannot find a good reason for the sell-off. They have 20% production growth locked in (after 45% growth in 2014). My Fair Value Estimate is $41.50, compared to First Call's Price Target of $32.00.

I guess most investors think BCEI is going lower. The chart is broken and most people have been burned so they stay away.

52-week range for BCEI is $16.36 to $62.44. It deserves to be trading near the mid-point of that range.

Oil prices are up but they keep beating down the stocks. Maybe they don't believe that the oil price is sustainable.

90% of the stocks on my board are green today.

SM and GPOR down today??

good reason for gpor today---they just issued new shares to buy another hunk of the utica.

BUT SM? no good reason i can find.