Saw that Cohen will be on Cramer this evening. I'm sure he and Cramer will be pumping. I do think ATLS is maybe one of the best two year bets in the sector. APL is a bargain at $30 and ARP may continue to surprise if the acquisition market stays attractive. Seems a good double prospect by '14.
I was glad to see a nice 5-minute segment that was not too rushed.
Cramer was positive and Ed Cohen did a nice job in getting the story out while employing a bit of understatement and self-deprecation. Very bullish on North American energy prospects, energy self-sufficiency and export prospects 5 years out.
This appearance may catch some investor attention especially those looking for yield.