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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Bearcatbob who wrote (181865)	12/26/2013 10:53:03 AM
From: DELT1970	Read Replies (2) \| Respond to of 206179

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.

To: Bearcatbob who wrote (181865)	12/26/2013 10:59:05 AM
From: Biotech Jim	Read Replies (2) \| Respond to of 206179

Bob- I will take HK again. This could be the year? Jim

To: Bearcatbob who wrote (181865)	12/26/2013 11:01:15 AM
From: Mike K	Respond to of 206179

Bob; I'll stick with TLM again. Didn't do anything in 2013. Still waiting for it to be taken out. Best Wishes, Mike

To: Bearcatbob who wrote (181865)	12/26/2013 11:44:37 AM
From: sm1th	Respond to of 206179

Bob, I'll go with HCLP Hi-Crush LP, miner of fracking sand. Public history is less than 2 years, and they ran up a lot last year, but should be able to continue to grow. Pays close to 6% dividend. An indirect way to play the shale boom.

To: Bearcatbob who wrote (181865)	12/26/2013 12:40:58 PM
From: Jim P.	2 Recommendations Recommended By Bocor Spekulatius Read Replies (1) \| Respond to of 206179

My pick this year is PXD Pioneer Natural resources. There are 3 reasons to own Pioneer. 1, Management has proven to be value creators and very conservative when it comes to the use of debt. 2, Eagleford acreage has some upside with down spacing and success in another zone. 3, The Midland basin acreage valuation upside. PXD is taking lessons learned in the Eagleford and applying them to the Midland basin. There are other players doing the same and apparently the industry players know each other well enough that the exchange of successful well results and methods become known quickly. PXD is showing through its purchase of PSE for Midland basin acreage that management believes has very high confidence in the future value of its own holdings. Research reports and PXD’s own presentations leave a lot of room for upside as the Wolfcamp D zone and the Jo Mill sand are proved to be economic. PXD valuation is high relative to current production. Although PXD management has shown increasing confidence in the potential of the Midland basin in every presentation and conference call for the last 3 years, other players and analyst have been slow to believe the overall potential. PXD is proving up the Spraberry shale, Jo Mill silt, Wolfcamp B and Wolfcamp D as horizontal drilling home runs. Stacked oil fields with lots of infrastructure already in place seems to becoming more of the normal in a lot of plays but PXD has an edge with old leases having some of the lowest royalty rates anywhere. It seems that every conference call has PXD moving up the schedule of testing, drilling, production ramp and estimates of recoverable reserves. I expect the same to happen this next year and also expect the soon to be announced Jo Mill horizontals to be competitive with returns from the Wolfcamp B zone. I expect PXD will slow down on science wells next year and start high grading acreage with million barrel wells. I do not have a short term price expectation on PXD but see the potential of 30% capital gains annually for many years. As acreage is proved up and drilling ramp is accelerated asset valuations should be increased and pulled forward in time. This may be reflected in the stock price but reading the analyst reports makes me believe it is not. jim

To: Bearcatbob who wrote (181865)	12/26/2013 12:41:04 PM
From: SEDCO 445	Respond to of 206179

I will take EOG please. SEDCO445 a deepwater pioneer

To: Bearcatbob who wrote (181865)	12/26/2013 2:37:23 PM
From: Keith J	Read Replies (1) \| Respond to of 206179

I'll take BXE, since HNR doesn't meet the minimum qualifications anymore and I think the name (Bellatrix) is cool. :) KJ

To: Bearcatbob who wrote (181865)	12/26/2013 2:46:41 PM
From: Dave	Respond to of 206179

Bearcatbob I will stay with NATDF as my pick. It seems to be doing well as subsidiary of SDRL and has been active in the North Atlantic. Dave

To: Bearcatbob who wrote (181865)	12/26/2013 2:48:46 PM
From: Brian Sullivan	Respond to of 206179

Devon - DVN I guess I'll stick with DVN, though it will never win this type of contest. I see it as undervalued as compared to its peers and maybe it could see a 50% gain next year to the low 90's.

To: Bearcatbob who wrote (181865)	12/26/2013 3:11:32 PM
From: pz	Respond to of 206179

Contest pick Bob, I'd like to pick CIE, since it's been rather beaten up lately and looks like a good stock for bottom fishing. If CIE is unavailable, then I'll stick with EOG. Thanks, Paul

To: Bearcatbob who wrote (181865)	12/26/2013 3:46:38 PM
From: Joe Frigabaldi	Respond to of 206179

If available, I pick PRE.TO, Pacific Rubiales because I met the CEO a long time ago and he was a really smart guy, international E&P lagged in 2013 and could be due for some sector gains, they have made some apparently astute acquisitions and divestments recently, high double digit volume growth is projected, and they have good potential exploration catalysts. If PRE.TO is taken, I'll stick with WLL for the same reason I picked it last year. It's about time for Jim Volker to sell it and take a big sack of money to the house and enjoy life.

To: Bearcatbob who wrote (181865)	12/26/2013 3:50:42 PM
From: CusterInvestor	Respond to of 206179

I'll keep whatever I had--was it GTE?

To: Bearcatbob who wrote (181865)	12/26/2013 6:14:20 PM
From: Salt'n'Peppa	Respond to of 206179

Bob, I will take ATH.TO - Athabasca Oil Sands please. Thanks again for working this. S&P

To: Bearcatbob who wrote (181865)	12/28/2013 6:27:18 AM
From: Dennis Roth	Read Replies (1) \| Respond to of 206179

Contest: Bob, I'll go with PDCE for another year as there is still some more upside in the stock as they continue to develop their Wattenberg Niobrara and core Utica properties. I don't except PDCE to make the top of the list but neither do I expect it to crash and burn like my 2012 pick, GEVO, did. My main reason for sticking with PDCE is I don't want to do the research work necessary to find a better pick.

To: Bearcatbob who wrote (181865)	12/29/2013 8:10:18 AM
From: steve harris	Respond to of 206179

I'll stay with LNG I think the current administration will continue screwing over American capitalists, using the DOE export license process to hide behind. thestreet.com Shares of Cheniere Energy* ( LNG _), the only United States energy company with all the necessary approvals required for the export of LNG*

To: Bearcatbob who wrote (181865)	12/30/2013 11:52:18 AM
From: Brumar89	Respond to of 206179

Will stick with COG another year. Low cost natural gas in the northeast.

To: Bearcatbob who wrote (181865)	12/31/2013 11:40:44 AM
From: Selectric II	Read Replies (1) \| Respond to of 206179

I'll try Exco (XCO) for another year, please. Thanks, and Happy New Year to all!

To: Bearcatbob who wrote (181865)	12/31/2013 12:43:00 PM
From: zebra4o1	Read Replies (1) \| Respond to of 206179

Bob, if Wherry doesn't take it, I'll take Lightstream Resources (LTS.TO), formerly Petrobakken. They are focused on Canadian shale oil. Producing at 46,000 boepd. Market cap is $1.1 billion. Dividend now at 8%. They have very nice land positions and good net backs. But market hates their big debt: $2.1 Billion. Annual capex required to maintain current production is about $700 million. Stock has been a big loser for the last two years. I don't see the debt as such a problem. For a capital intensive business, why not take advantage of a low interest rate environment and use bank capital instead of shareholder capital? Does make the company more brittle - more vulnerable to a new credit crunch or drop in the price of oil. But I think that risk is already priced in.