TomTom + 183 May 11, 2018 'undervalued' US shale stocks as oil markets are heating up: my favorites: #OAS, #NFX, #CRZO, #REI, #XEC What are the favorites here in the community? 2 Quote Share this post Link to post Share on other sites
yy1622 + 2 JR May 20, 2018 I am rooting for the dogs. CHK, SWN and PQUE formerly known as PQ. I am long PXD, XEC and XOM 2 Quote Share this post Link to post Share on other sites
TraderTate + 186 TS May 21, 2018 but are they REALLY undervalued? Prices right now are artificially high, so I'm expecting that these are maybe more reasonably valued that we think. Quote Share this post Link to post Share on other sites
Horton47 + 15 TH May 21, 2018 WFT could be considered undervalued along with SSOF. Those are the two best stocks. What does everyone think of SDRL? I think it's interesting but too risky for me - I'm staying out of it for now. 1 Quote Share this post Link to post Share on other sites
TomTom + 183 May 22, 2018 On 5/21/2018 at 3:02 PM, Horton47 said: WFT could be considered undervalued along with SSOF. Those are the two best stocks. What does everyone think of SDRL? I think it's interesting but too risky for me - I'm staying out of it for now. Risky stuff indeed - I think that a bet on European oil majors (yes, even at these prices) is safer if you're looking at deepwater 1 Quote Share this post Link to post Share on other sites
Kate Turlington + 44 KT May 22, 2018 I'd go for refiners on the WTI-Brent spread 1 Quote Share this post Link to post Share on other sites
DanilKa + 443 May 23, 2018 On 5/22/2018 at 6:02 AM, Horton47 said: WFT could be considered undervalued along with SSOF. Those are the two best stocks. What does everyone think of SDRL? I think it's interesting but too risky for me - I'm staying out of it for now. good thinking. WFT is running of assets to sell to cover its $7.3B debt and not expected to return to profitability till 2019 (EPS -0.52 2018E, 0.06 2019E), if all goes well. May be late to speculate, already had a good run. Not expecting any good out of SDRL, it is still a dog and under bankruptcy. 2 Quote Share this post Link to post Share on other sites