Sign in to follow this  
Followers 0
TomTom

Most Undervalued U.S. shale stocks?

Recommended Posts

'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?

  • Upvote 2

Share this post


Link to post
Share on other sites

I am rooting for the dogs.  CHK, SWN and PQUE formerly known as PQ.  I am long PXD, XEC and XOM

  • Upvote 2

Share this post


Link to post
Share on other sites

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. 

Share this post


Link to post
Share on other sites

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.

  • Upvote 1

Share this post


Link to post
Share on other sites

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

  • Upvote 1

Share this post


Link to post
Share on other sites

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.  

 

  • Upvote 2

Share this post


Link to post
Share on other sites

Join the conversation

You can post now and register later. If you have an account, sign in now to post with your account.

Guest
You are posting as a guest. If you have an account, please sign in.
Reply to this topic...

×   Pasted as rich text.   Paste as plain text instead

  Only 75 emoji are allowed.

×   Your link has been automatically embedded.   Display as a link instead

×   Your previous content has been restored.   Clear editor

×   You cannot paste images directly. Upload or insert images from URL.

Sign in to follow this  
Followers 0