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Kodiak Oil & Gas Corp.

  • 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 »

  • Is This Oil & Gas Stock Heating Up?

    By Austin Higgins - March 5, 2013 | Tickers: CLR, KOG, WLL

    Kodiak Oil and Gas (NYSE: KOG) announced its quarterly earnings on Feb. 28. The dust has settled on its lower-than-expected earnings report, and now it is time to look at this company from a future perspective. What can we expect from Kodiak in the future?

    2012 earnings review

    • Kodiak posted $130.8 million in Q4 revenue, which is a 16% increase from Q3. Annual revenue was $408.7 million, which more »

  • A Stellar Energy Pick For 2013

    By Jordo Bivona - February 5, 2013 | Tickers: EOG, KOG, PSX

    Kodiak Oil & Gas (NYSE: KOG) recently provided an interim update on completion and drilling activities. Below, I will examine Kodiak's growth potential by looking at the specific growth drivers in this update.  

    Highlights

    Completion operations in the Williston Basin continue with the efforts of two full-time, 24-hour-per-day crews.  During December 2012 and into the first ten days of January 2013, 11 gross (8.6 net) operated wells were completed more »

  • Billionaire Steve Cohen’s SAC Owns Over 5% of This Energy Company

    By Meena Krishnamsetty - February 4, 2013 | Tickers: DNR, EXXI, KOG, NFX, SD

    Billionaire Steve Cohen’s SAC Capital Advisors has reported a position of 4.1 million shares in Energy XXI Limited (NASDAQ: EXXI), a $2.5 billion market cap oil and gas exploration and production company. This stake gives SAV ownership of 5.1% of the company’s outstanding shares, and is up from 1.1 million shares at the end of September (see more stock picks from Cohen and SAC more »

  • The 3 Stooges of the Oil and Gas Industry

    By Robert Zimmerman - January 23, 2013 | Tickers: COG, CHK, KOG, SD

    Cabot Oil and Gas (NYSE: COG) represents a winning investment.  The stock keeps climbing despite high valuations.  Earnings gains are predicted for 2013.  It pays a dividend of … um ... let’s not go there.  Over the past year, the company stock rose 45%.  Despite low natural gas prices, Cabot still makes money for its investors.

    If all oil and natural gas companies were so successful.

    While oil and gas production more »

  • Will This Oil and Gas Play Push Your Returns North?

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

    Producing in America, for America

    Northern Oil and Gas (NYSEMKT: NOG) "is a Williston Basin Bakken and Three Forks pure play" and owns 184,000 net mineral acres in North Dakota and Montana. In its latest earnings report (Q3) Northern reported production levels of 11,282 Boe (barrels of oil equivalent) per day on average. This was a whopping 96% growth in production. Northern's booming production levels is what more »

  • Billionaire Louis Bacon’s Best Stock Picks

    By Meena Krishnamsetty - January 14, 2013 | Tickers: ALTE, AGO, GNC, KOG, OAS

    Small and mid-cap stocks don’t get as much attention from analysts and the financial press, which often leaves them less efficiently priced than the large and mega-caps. Hedge funds sometimes take advantage of this by dedicating their research teams to work on these stocks as well, so they often earn substantial alpha from their investments.

    Retail investors can use hedge funds' top small-caps as a screening device; we’ve more »

  • 2013 Budget, Stellar Efficiency - One Oil & Gas Pick to Watch Closely

    By Jordo Bivona - January 9, 2013 | Tickers: CLR, EOG, KOG, PSX, QEP

    Kodiak Oil & Gas (NYSE: KOG) announced a $775 million 2013 capital expenditure budget allocated to the Williston Basin oil and gas properties.

    Budget Breakdown

    The 2013 budget compares to Kodiak's final 2012 budget of $750 million. $600 million of the budget has been allocated to the drilling and completion of 75 gross (61 net) operated wells, $140 million to non-operated drilling and completion activities for 14 net wells, and more »

  • 5 Energy Stocks Billionaire Louis Bacon Loves

    By Meena Krishnamsetty - January 3, 2013 | Tickers: DVN, EOG, KOG, MRO, OAS

    Louis Bacon manages $15 billion at Moore Capital Management, and his net worth has been estimated at $1.5 billion. Bacon received an MBA from Columbia and worked on the New York Cotton Exchange as a runner before founding Moore Capital in 1989. Bacon's flagship fund Moore Global Investments has returned 31% annually since its inception in 1990 and was up 26% last year. According to Moore’s latest more »

  • Build Your Own Bakken ETF update

    By Kirk Spano - December 26, 2012 | Tickers: KOG, NOG, TPLM

    Kodiak Oil and Gas and Triangle Petroleum may represent the hare and the tortoise of the Bakken.

  • Halcon Case:"In Math We Trust" or "In Speculation We Like"?

    By Nathan Kirykos - December 22, 2012 | Tickers: AOI, CPG, KOG, RAM, SCS

    My Foolish Africa Oil

    During my Foolish inauguration, my first article discussed Africa Oil Corporation (TSXV: AOI) and how irrational the market was with Africa's valuation. The stock was hovering at $10.50 one month ago. Although I pointed out how overvalued that company was, I didn't short it, as I never short stocks. If you would have read my Nov 23 article, then shorted Africa Oil, you more »

  • 5 Stocks This Billionaire Was Selling Recently, Should You Care?

    By Meena Krishnamsetty - December 17, 2012 | Tickers: BEAM, EXP, GOOG, KOG, SBUX

    Richard Chilton started Chilton Investment Company in 1992 following stints at Merrill Lynch and Allen & Company. Chilton focuses on a value-oriented, fundamental research approach to equity selection. Chilton makes investment decisions based on a wider than normal long-term outlook. In reviewing his 13F filings, we found five stocks that Chilton was getting out of completely during the third quarter. It would appear that these stocks do not fit into Chilton more »

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