Can Gas Developers Prosper with Low Prices Ryan Galloway Says Yes
Why In The World Is Bruce Berkowitz Buying Chesapeake Energy $CHK

Why In The World Is Bruce Berkowitz Buying Chesapeake Energy? $CHK


By Devon Shire Last month, I questioned why one of my two favorite hedge fund managers owned Chesapeake Energy (CHK). It wasn’t so much that I questioned Chesapeake as an investment opportunity, but rather how Chesapeake fit with this particular manager’s style of investing. The hedge fund manager I’m referring to, of course, is Monish … Read more

Continental Resources High Growth Rate Not Necessarily The Best Long-Term Strategy $CLR

Continental Resources: High Growth Rate Not Necessarily The Best Long-Term Strategy $CLR


By Devon Shire Back in 2010 I started buying shares in companies that I believed were set to profit from the under-appreciated horizontal revolution that was about to hit North American oil production. I managed to get invested in horizontal oil producers before the boom in North American shale oil production really became front page … Read more

2 Energy Stocks Bucking Wednesday's Sell-Off On Upgrades $LPI $PXD

2 Energy Stocks Bucking Wednesday’s Sell-Off On Upgrades $LPI $PXD


By Bret Jensen Wednesday’s market was a roller coaster. After being up more than 150 points on the Dow early in the day, the market reversed and ended significantly down across the board. This is the first time this type of reversal has hit the market since March 2009 as investors seemed to wake up … Read more

CVR Partners The Recent Secondary May Be A Buying Opportunity $UAN

CVR Partners: The Recent Secondary May Be A Buying Opportunity $UAN


By Bret Jensen CVR Partners (UAN) is a partnership formed by CVR Energy (CVI). Since its 2011 IPO, CVR Partners has provided its unitholders with over a 50% capital gain plus large amounts of income. CVR Partners does not have a fixed distribution and therefore its distribution rate varies greatly quarter to quarter. The last … Read more

North Dakota Oil Production Growth Is Slowing - Is This Temporary Or Will It Continue $CLR $EOG $HES $STO $WLL

North Dakota Oil Production Growth Is Slowing – Is This Temporary Or Will It Continue? $CLR $EOG $HES $STO $WLL


By Devon Shire I was recently reviewing the most recent investor presentation from Continental Resources (CLR) and noted how much faster that company is growing than its large Bakken competitors. The peer group for Continental in the Bakken includes EOG Resources (EOG), Hess (HES), Statoil (STO), and Whiting (WLL). All of the producers in this … Read more