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EnvestorFirst (36.92)

October 2012

Recs

1

The Play Is Natural Gas $UNG $UNL

October 24, 2012 – Comments (0) | RELATED TICKERS: UNG , UNL

Natural gas has been in a major glut due to localization issues and a surplus of supply due to hydraulic fracturing being used in horizontal wells, specifically shales such as the Marcellus Shale and the Haynesville Shale. This surplus finally lead to an initial bottom for natural gas in April of this year when we covered T. Boone Pickens calling a bottom. This lead to a 50%+ move since then giving many of our followers substantial gains over the last six months. Is the rally coming to an end? We don’t believe so, read on and weigh in on it yourself.   [more]

Recs

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Kodiak Oil & Gas Rally Continues After 40% Bounce Off Summer Lows And Don’t Expect It To Slow Anytime Soon $KOG

October 24, 2012 – Comments (0) | RELATED TICKERS: KOG

Turn Key Oil a long time commentator on Bakken Shale oil & gas stock $KOG has never been one to pass up praise. We were definitely beating the drum over the summer as it bounced off the $7 mark and again when Billionaire Ken Griffin increased his stake. Now that we are up 40% from the bottom we believe the case is only getting stronger.   [more]

Recs

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EOG Resources Goes All In On Oil Unlike Cash Strapped Encana $EOG $ECA

October 18, 2012 – Comments (0) | RELATED TICKERS: EOG , ECA

The natural gas glut has pinned even the well positioned majors into a corner like Encana $ECA or Chesapeake Energy $CHK when they were over leveraged when prices tanked. While we have enjoyed a 50% gain on our natural gas plays this year it has not been enough to support continued drilling programs and cash flows for many.   [more]

Recs

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Halliburton Is Up Over 20% Since July And Not Showing Signs Of Slowing Down $HAL

October 18, 2012 – Comments (0) | RELATED TICKERS: HAL

Despite uncertain regulations and demand and supply fluctuations, Halliburton (HAL) managed to gain market share in international markets. It was able to enhance its capacity through strong utilization and operational performance. We were adamant about $HAL being in play in July and it has performed from $29 to as high as $38 and not looking to slow down anytime soon.   [more]

Recs

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Warren Buffett And Carl Ichan Are Investing In Fuel Refiners $VLO $XOM $CVX $MPC $MUR $HES $MRO $COP $OXY

October 18, 2012 – Comments (0) | RELATED TICKERS: XOM , VLO , CVX

Turn Key Oil is typically focused on upstream oil & gas stocks / etfs but is occasionally covering midstream / downstream as there is considerable opportunity throughout the sector.   [more]

Recs

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Bakken Shale Stocks Likely To Catch Buyout Frenzy $AXAS $CRED $HK $MHR $WLL

October 18, 2012 – Comments (0) | RELATED TICKERS: AXAS , CRED.DL , HK


A great way to play exploration & production plays is to focus on stocks with core assets in plays such as the Bakken Shale or the Eagle Ford Shale that have a high chance of getting acquired or bought out by a larger competitor. 

Earlier this year, Forestar Group made an offer to purchase Credo Petroleum (CRED) for $146 million in cash, which at the time was a 33% premium. Credo has very good Bakken acreage but it is basically a play on its Kansas and Nebraska vertical plays. It has 80,000 net acres of shallow, low-cost wells with IRR better than its Bakken acreage. It also has 15,500 net acres targeting the Mississippian.  [more]

Recs

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Warren Buffett And Carl Ichan Are Investing In Fuel Refiners $VLO $XOM $CVX $MPC $MUR $HES $MRO $COP $OXY

October 18, 2012 – Comments (0) | RELATED TICKERS: XOM , VLO , CVX

Turn Key Oil is typically focused on upstream oil & gas stocks / etfs but is occasionally covering midstream / downstream as there is considerable opportunity throughout the sector.   [more]

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