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
Growth In United States Oil Production Peaked In 2012 $CLR $EOG $PWE XOM
By Devon Shire I’ve gotten very heavily invested in unconventional North American (mostly Canadian) oil resource play companies. My portfolio is stuffed full of them. As a result, I am very interested in where the price of oil is headed. The No. 1 threat to the price of oil remaining high is, strangely enough, the … Read more
Continental Resources: Biggest Bakken Producer Continues To Roll $CLR
By Bret Jensen I last wrote about Continental Resources (CLR) in November when it was trading at $70 a share. The largest energy producer in the Bakken has been on a roll since that time rising some 30%. However, the good news on the Bakken juggernaut keeps coming and the shares still have upside. Recent … Read more
Analyzing Continental Resources Debt And Risk $CLR
By Jeff Williams Gaining knowledge about a company’s debt and liabilities is a key component in understanding the risk of a company. An understanding of these factors will aid in the decision to invest, not to invest, or to stay invested in a company. There are many metrics involved in gaining knowledge about the debt … Read more
Improving Technology And Infrastructure Bodes Well For These 2 Bakken Producers $CLR $KOG
By Bret Jensen I read a very interesting and detailed blog post on domestic onshore drilling on Friday. It went through an unusual combination of production increases accompanied by rig count decreases as producers move more production to oily fields and they became much more efficient in getting oil out of the ground. Although this … Read more











