C&J is not the AT&T. That would be Halliburton. Both are good buys. In fact, C&J is probably a better value considering it isn't reliant on a deal to boost profits though it did a deal just as well to get into the Bakken.
I get your point...also because of the Bakken's huge growth potential. Anyhow, if fracking is a growing practice as it seems than both will benefit. For now I keep my hodings in HEK (long 2000 shares and 50 Jan 2014 calls)