BigBull, strong choice on UCL!!
Sure don't want to talk you into buying anything. Tough call to name just three, as I'm a big fan of diversification. Also, the charts may make some issues appear to be in the stratosphere, but as stated, I don't take investment advice from the charts and I don't consider 3-4X cfps to be stratospheric.
Don't pay as much attention to insider buying as I should. I will, however, take notice if insiders start to unload. So, putting the tiny caps aside and overlooking your insider buying requirements, I view TLM, GRL and MRO as strong buys here (as well as UCL), although I admit to having some trouble analyzing the mini-majors/refiners. For sure, there are warts on almost all the energy plays here. TLM - bad press for operating in Sudan. GRL - Indonesia. MRO - confusing tracking stock structure.
If natural gas can hold at or above $3.00-$3.50 for a sustained period of time here, CHK is my favorite leveraged (OK, overleveraged)natgas play. At any rate, it deserves a look from industry followers, IMO (as does EEE).
Still see lots of 2-3 baggers lurking about amongst the tiny-caps. My contest picks of EEX, EEE, CHK, ROIL and KWK to name a few. Sure there's downside risk, but with the potential I see.....
Haven't seen any discussion of KWK on this board. Anyone done any analysis regarding the impact of the recent acquisition of Michigan properties? Accretion from this acquisition will begin to help earnings in Q2'00, per management.
Too bad CRZO has already been a 4 bagger for me, or I'd be going on about it too.
I Enjoy you posts, BigBull. Thanks. |
