Most Undervalued U.S. shale stocks?

'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?

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

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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. 

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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.

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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

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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.  

 

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