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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: Bearcatbob who wrote (181865)12/26/2013 10:53:03 AM
From: DELT1970  Read Replies (2) of 206181
 
If we could pre-suppose reverse splits, I'd pick RDX, but since that's out I'm going with:

Petroquest (PQ), a gassy player in the shelf GOM, the OK-Woodford and the liquids rich area of the Cotton Valley in E.TX. Their production growth for 2014 should be 12-18%; they have drilled within cash flow the last five years and should do so again for 2014 and are trading for only slightly more than 2X analysts' 2014E cash flow. There are supposedly 1-2 initial public offerings for private companies focused on the Cotton Valley coming in 2014 to bring attention to land values in the area and PQ has a big legacy position in the SE Carthage Field (Panola County) including a horizontal JV with Chevron.
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