Kodiak Oil & Gas Corp.

  • Is America Saying Adios to Foreign Oil?

    By Joshua Bondy - August 19, 2013 | Tickers: CLR, KOG, SU

    Change can be an investor's best friend. It gives the most astute investors the chance to find hidden opportunities. In the oil market such a transition is happening right now. China's oil imports are expected to surpass America's as soon as October, 2013. Every day growing U.S. producers are displacing their foreign competition.

    Why Are These Changes Occurring?

    A number of factors are driving down U more »

  • A Great Time to Buy This Oil & Gas Company

    By Mark Holder - August 16, 2013 | Tickers: KOG, RAM, TSLA

    Last week, Halcon Resources (NASDAQ: RAM) announced a secondary offering of up to 43.7 million shares that caused the stock to crash. The stock traded at $6 for a few days prior to offering announcement, though typical of any “surprise” secondary, the plunge provides an opportunity to scoop up shares of a good company.

    The company is a growing oil exploration and production firm heavily indebted from an asset more »

  • 3 Can't Miss Quotes From the Oil Patch This Week

    By Robert Baillieul - August 14, 2013 | Tickers: CLR, KOG, UNP

    You can learn a lot from company conference calls. Hidden within them are comments foretelling industry trends you don't want to miss. Let's take a look at a few of my favorites from last week and what they mean for investors. 

    Costs are falling in the Bakken

    While rapid production growth takes all of the headlines, one of the more interesting trends is the falling cost of doing more »

  • Buy the Halcon Resources Secondary

    By Mark Holder - August 11, 2013 | Tickers: KOG, RAM, TSLA

    Last week Halcon Resources (NASDAQ: RAM) announced secondary of up to 43.7 million shares that caused the stock to crash. The stock traded at $6 for a few days prior to offering announcement though typical of any “surprise” secondary, the stock plunges providing an opportunity to scoop up cheap shares for those alert investors.

    The company is a growing oil exploration and production firm heavily indebted from an asset more »

  • Bakken in higher returns

    By Callum Turcan - August 7, 2013 | Tickers: EOG, KOG, OAS

    Oil production skyrocketed upwards for Kodiak Oil & Gas (NYSE: KOG) as revenue jumped to $173.48 million from $85.77 million a year ago. Oil and gas sales were up 102% year over year and up 5% from the last quarter. Going just by volume (Kodiak received higher prices for its oil and gas than last year) Kodiak sold 2.112 MBOE (million barrels of oil equivalent) in the quarter more »

  • Are These Volatile Stocks Worth Buying?

    By Jacob Wolinsky - July 22, 2013 | Tickers: KOG, TSLA, URI

    Stocks breaking out of a negative or declining trend can often lead to sustained rallies. United Rentals (NYSE: URI), Kodiak Oil & Gas (NYSE: KOG), and Tesla Motors (NASDAQ: TSLA) are among movers that have given indications of such reversals. However, some may be false alarms.

    United Rentals’ sales surging

    In a matter of two months, United Rentals has seen a high of $59 and a low of $46. The company more »

  • A Proposed Oil & Gas Portfolio

    By Federico Zaldua - July 18, 2013 | Tickers: KOG, OXY, PZE

    Oil has been one of the very few commodities that weren't affected by the broad-based downward adjustment in commodity prices. While the CRB industrial metals index is down by 9% year to date (ytd), Brent crude is down by only 4%. As a matter of fact, oil prices might continue to outperform the rest of the commodity markets. I find two main reasons:
    1. Oil prices have been underperforming leading more »
  • How This Trend Is Completely Reshaping the Energy Business

    By Robert Baillieul - June 21, 2013 | Tickers: CHK, KOG, OAS

    What's the most important development in the energy business? 

    No, it's not not pipeline gridlock or hydraulic fracking. It's the rising cost of drilling a well.

    In 2000, the average drilling cost per well was just under $1 million. Today, the rush into unconventional oil and gas plays has caused that figure to increase five-fold. Here is how this trend is fundamentally reshaping the oil patch.

    End more »

  • Investing in Peak Oil 101

    By Joshua Bondy - June 5, 2013 | Tickers: KOG, RDS-A, SU, TSLA, TM

    It is easy to forget that we are already living in the midst of peak oil. In the past, oil prices and oil production roughly increased with each other. Around 2005, the world seemed to hit a brick wall. Oil prices increased, but global production just ticked higher. There are still profitable ways to invest in the energy market, but trying to find a company that will bring online an more »

  • Where Are the 3 Stooges Now?

    By Robert Zimmerman - May 31, 2013 | Tickers: CHK, KOG, SD

    A few months ago, I criticized three oil and gas companies that should have rewarded their investors, but didn’t. Their first quarter earnings reports have since come and gone, the market has hit new highs, and solar flares have increased. Have any of these impacted the sorry trio of Chesapeake Energy (NYSE: CHK), SandRidge Energy (NYSE: SD), or Kodiak Oil and Gas (NYSE: KOG)?

    A new era for Chesapeake more »

  • Will the Bakken Deliver on Its Promise?

    By Bob Chandler - May 30, 2013 | Tickers: CLR, HES, KOG, NOG

    The use of hydraulic fracturing, or "fracking," has helped the U.S. return to being a top oil and gas producer. As production amounts have soared, the general expectation is that we are now on the way to being an energy powerhouse. But is this realistic? The Bakken shale play will be an excellent test case. It is one of the linchpins for the hopes of U.S. energy dominance more »

  • The Bakken Is Still Roaring

    By Callum Turcan - May 15, 2013 | Tickers: HES, KOG, NOG

    What if I told you that you could own a stock whose oil production is up 107% year over year with a PE (TTM) of 14.8? What if I also told you that this stock's EPS is also slated to grow by over 34% this year? At this point, you would probably be thinking what a great deal this is.

    The company I'm talking about is a more »

  • Fracking Just Keeps on Growing: The Three Forks Edition

    By Joshua Bondy - May 6, 2013 | Tickers: CLR, EOG, XOM, KOG

    The United States Geological Survey recently reviewed earlier studies of the Bakken and Three Forks formations. Three Forks is below the Bakken formation and continued improvements in fracking are opening up these harder to reach areas. The latest government findings have a mean estimated resource of 7.4 billion barrels (BBO) of undiscovered and technically recoverable oil; a serious boost from the earlier 2008 estimate of 3.65 BBO. With more »

  • Billionaire Ken Griffin’s Citadel Owns Almost 5% of This Energy Company

    By Meena Krishnamsetty - May 2, 2013 | Tickers: CRZO, CLR, KOG, NOG, OAS

    Citadel Investment Group, managed by billionaire Ken Griffin and his team, has filed a 13G with the SEC disclosing a position of 1.9 million shares in Carrizo Oil & Gas (NASDAQ: CRZO). Carrizo Oil & Gas is a $1 billion market cap exploration and production company focused on shale plays including the Eagle Ford, Niobrara, and Utica. We track quarterly 13F filings from Citadel and other hedge funds, which we primarily more »

  • The Golden Age of US Energy Needs this Company

    By Callum Turcan - April 15, 2013 | Tickers: XOM, HAL, KOG

    The US is undergoing a structural change in the energy sector. We are now producing more crude oil than the year before. For the majority of the 21st century, US oil production fell. But with the advent of hydraulic fracking, US oil production rose from 5 million barrels per day (BPD) in 2008 to over 7 million BPD today.

    States like North Dakota are leading the charge, with North Dakota more »

  • 2 Companies with Insider Selling and 1 with Buying

    By Robert Zimmerman - April 10, 2013 | Tickers: DKL, DK, KOG, SD

    The buying and selling of stock by corporate executives can be an important glimpse into the financial health and future of that company. While not the sole reason to buy or sell a stock, significant insider trading shouldn’t be ignored--just ask your local US Senator. Let’s look at three different energy companies with significant insider trading.

    Insider selling as revenues rise

    Kodiak Oil and Gas (NYSE: KOG) rewarded more »

  • Insiders Are Bullish About This Energy Company

    By Meena Krishnamsetty - March 29, 2013 | Tickers: CLR, EOG, KOG, NOG, WLL

    Continental Resources (NYSE: CLR), one of the leading shale oil producers with a strong position in North Dakota’s Bakken Shale, has been in the news recently as company founder and CEO, Harold Hamm’s wife has filed for divorce. The stock price fell on reports that she could receive, and then presumably sell, a large amount of stock, possibly even threatening Hamm’s majority ownership of the $16 billion more »

  • 2 Bakken Beauties and One with Warts

    By Robert Zimmerman - March 20, 2013 | Tickers: CLR, EPD, KOG

    The US continues to strive towards energy independence, and the Bakken shale figures prominently in that goal. Investing in the Bakken shale by no means guarantees returns. Drilling in this shale is expensive and not all exploration companies turn a profit. Below are examples of success and struggle in Bakken shale energy production and an alternative, safer investment in the Bakken play.

    Revenues, earnings and capital gains, I like it more »

  • Buy This Oil & Gas Stock Now And Ride It Higher By 2014

    By Jordo Bivona - March 8, 2013 | Tickers: CLR, KOG, PSX

    Kodiak Oil & Gas (NYSE: KOG) has shown excellent growth in production and revenue, though growth in earnings has not been commensurate. I will examine Kodiak as an investment in the context of the company's recently announced preliminary operational data. 

    Preliminary operational data for fiscal 2012

    Kodiak operates primarily in the Williston Basin of North Dakota. The company has announced preliminary unaudited operational data for the fiscal year ended Dec more »

  • Four Controversial Stocks You Might Want to Buy Post-Earnings

    By Brian Nichols - March 7, 2013 | Tickers: BBY, DECK, KOG, CRM

    Earnings can dictate the direction of a stock for the following three months. Investors pay close attention to earnings and often make emotional decisions based on the performance of a stock post-earnings. However, the performance of a stock following earnings should never be the first line of research, rather the last. With that being said, I am looking at four controversial companies that reported earnings last week that might be more »

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