I dont often give tips as they have away of disappointing. However the board may want to look at WFT. No div, but over 100% growth in profits expected in 2012.Vibrant market only restricted by a shortage of qualified labour.
GTLA for 2012
Board members....I am still working on my 2012 portfolio tune up...today I sold the rest of my IVR (small loss) and bought KOG (for future capital gains)...
Common sense tells me that I cannot get 18% to 20% dividends forever and I am making some adjustments at this time...a little less dividends for a bit more safety...it is always O.K. to lock the door with some profits...
I must say that this message board does not disappoint me because I have been getting some outstanding money making tips...
I would also like to add that LINE (a MLP stock) just had a new stock offering to reduce debt and a lot of investors on the LINE message board think it is a good deal...
My opinion, a stock offering to reduce debt "is not a good deal" because "debt should always be income producing"...if debt is not income producing there should never have been any debt...LINE stock has been in a slump for some time (I did make a nice profit on it before I sold out) and the new stock offering to reduce debt is a warning sign...
Has anybody notice that SDRL, RNO, and SFL are all on a nice roll...the Santa Clause rally has been very sweet to me and the rally (for me) has not stopped yet...! $tagg...!
This is interesting.
It will help you keep track of the locations of KOG wells and who is also drilling near them.
stagg, I have a few thoughts to add.
Here are 2 more to research.
1) notice the multiple bottom here
NFX is also one of the half dozen or so operating partners for LINE in the Williston basin.
2) This one will take some reading about why it is a special situation, with the understanding that they are in the Paris basin (France banned fracing...for now), and also in Eagleford. Even though the eagleford is good, this one may be kinda iffy in my opinion, but if the law changes in France, it might be a multibagger rather fast.
Also, I still like LINE and their recent Granite Wash purchase since it is also natural gas liquids.
Board members...today I sold more IVR (small loss) and added more UAN on the pull back today...my next buy will probably be FFC (yield about 12% and pays monthly) and KOG...
I really like the strong color, the current drivers and the outstanding forward outlook of KOG....KOG does not pay a dividend but it looks like a very good short and long term play for capital appreciation...! $tagg..!
stagg and william, I spotted William's reply and appreciate the helpful feedback since you have personal experience with it.
I wanted to add 3 to research that I may have mentioned before but they are gaining in interest and I have been reading the message boards.
CLR, KOG & TPLM
This is an interview by the ceo of CLR where he said that they are growing at 39%.
KOG will tripple production in 2012 and is up quite a bit in the last three months.
TPLM is smaller than both, and run by the former head geologist of BP & all three co's are operating in the Williston basin, North Dakota & Montana area producing oil mostly.
Here are some charts:
I think that all three are worth researching.
I like PAA..although I am looking to take some off the table if it exceeds $75...I have 20 points in profits that I will take.....then move more money into FFC with its 14% yield...I like CLMT as well.
No problem with pipeline co,s but I feel the best way to play the shale boom is with good specialized drilling companies. Hence ownership of CJES and WFT , who will grow 30% and 20% respectively in 2012.GLTY for 2012
I have owned CJES since
Nov. Great growth share as they are adding a rig now and at least 2 more in 2012. They only have very high horsepower rigs suitable for fracking. I beleive it is easily a $30 share by the end of the year. BTW they bought the company who builds their rigs last year , to improve cost and speed of deliveries. All their rigs are on long contracts.