Expsoure to E&Ps should be increased, says RW Baird

theflyonthewall.com

Robert W. Baird expects QE to be positive for oil-based, beta E&P companies. The firm identifies Kodiak Oil & Gas (KOG), Oasis Petroleum (OAS), Denbury Resources (DNR), and Pioneer Natural (PXD) as its top ideas, in roughly that order.

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