67 WALL STREET, New York - February 1, 2013 - The Wall Street Transcript has just published its Oil & Gas: Exploration & Production Report offering a timely review of the sector to serious investors and industry executives.
Stocks that should perform best are those that won the resource capture phase. Those are companies that have meaningful exposure to oil-centric basins like the Williston, Permian, Eagle Ford and potentially the Utica, depending upon how the exploration of that play pans out.
Given the vast disparity between oil prices and gas prices, you're going to want to own the companies that have significant unbooked resource potential in the oil-centric basins. In my coverage universe, the Williston basin exposed names include Continental Resources (CLR), Oasis (OAS), Kodiak Oil & Gas (KOG) and Whiting Petroleum (WLL).
In the Permian, companies like Pioneer Natural Resources (PXD), Concho Resources (CXO), Laredo Petroleum (LPI), Approach Resources (AREX), Cimarex Energy (XEC) and Diamondback Energy (FANG) should all do well.