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SandRidge Energy

  • This Energy Play Is Priced Like the Rarest Diamond of the Permian Basin

    By Nathan Kirykos - April 23, 2013 | Tickers: FANG, SD, WLL

    This junior oil and gas producer is likely unknown to most investors. Why? Because Diamondback Energy (NASDAQ: FANG) held its initial public offering in October 2012. The fact is that the stock has had positive momentum lately--but does this rosy stock performance match the company's fundamentals? 

    Separate the hype from reality 
     
    To make good calls, an investor must set the hype aside and focus on the fundamentals. Diamondback owns more »

  • Oil & Gas Stocks and 3 Reports to Know

    By David Artzerounian - April 21, 2013 | Tickers: BHI, SD

    Oil & Gas Stocks and 3 Reports to Know

    It can be puzzling to any investor when you notice the market is up and your stock is down. There are a myriad of possible explanations. The company may have released a dismal earnings report, the CFO resigned suddenly, or a hedge fund publicly initiated a significant short position. These unforeseeable occurrences often result in swift price adjustments and a frustrated investor more »

  • Heckmann to Benefit From Industry Growth and Acquisitions

    By Shas Dey - April 18, 2013 | Tickers: XTEX, HEK, SD

    According to the International Energy Agency (IEA), the US could be the world’s largest oil producing country in the next seven years. Further, based on the report, the US could surpass all other countries in oil production by 2020 and, 10 years later, the country could be energy-independent. Obviously the spotlight is on oil and gas E&P companies, but apart from these bigwigs, there are a number of more »

  • 3 Energy Stocks I'm Watching Now

    By Robert Zimmerman - April 15, 2013 | Tickers: COG, ETP, SD

    The next quarterly earnings season has begun and with it the perils and profits of capitalism come to the fore. With the advent of their earnings reports, here are three companies I’m watching closely.

    Great returns but a high multiple
    No question, Cabot Oil and Gas (NYSE: COG) delivered for its investors over the past 24 months. The stock rose from $20/sh to almost $70/sh. Results for more »

  • 3 Energy Stocks I'm Watching Now

    By Robert Zimmerman - April 15, 2013 | Tickers: COG, ETP, SD

    The next quarterly earnings season has begun and with it the perils and profits of capitalism come to the fore. With the advent of their earnings reports, here are three companies I’m watching closely.

    Great returns but a high multiple
    No question, Cabot Oil and Gas (NYSE: COG) delivered for its investors over the past 24 months. The stock rose from $20/sh to almost $70/sh. Results for more »

  • Heckmann To Benefit From Industry Growth And Acquisitions

    By Shas Dey - April 15, 2013 | Tickers: XTEX, HEK, SD

    According to the International Energy Agency (IEA), the US could be the world’s largest oil producing country in the next seven years. Further, based on the report, US could surpass all other countries in oil production by 2020 and 10 years later, the country could be energy-independent. Obviously the spotlight is on oil and gas E&P companies but apart from these bigwigs, there are a number of companies more »

  • 3 Energy Stocks I'm Watching Now

    By Robert Zimmerman - April 13, 2013 | Tickers: COG, ETP, SD

    The next quarterly earnings season has begun and with it the perils and profits of capitalism come to the fore. With the advent of their earnings reports, here are three companies I’m watching closely.

    Great returns but a high multiple
    No question, Cabot Oil and Gas (NYSE: COG) delivered for its investors over the past 24 months. The stock rose from $20/sh to almost $70/sh. Results for 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 »

  • Should We Still Trust Them?

    By Jon Quast - April 1, 2013 | Tickers: SD, SDR, SDT

    It's been just under a year since SandRidge Mississippian Trust 2 (NYSE: SDR) IPO'd on the New York Stock Exchange.  The IPO price was right around $21 per share.  This was an attractive entry point for some analysts, with at least one analyst expecting a 50% run-up in price in the first year.  The trust's prospectus also laid out the target payouts for this trust for the more »

  • Hedge Funds Are Putting Their Money in These Stocks

    By Meena Krishnamsetty - March 29, 2013 | Tickers: CRI, LOGM, SD, WLT, YELP

    Editor's Note: Sandridge has been updated to reflect it both its oil and natural gas business.

    Six to seven weeks after the end of each quarter, hedge funds file 13Fs with the SEC to disclose many of their long equity positions as of the end of that quarter. Even with the inherent delay, it is still possible to use this information to develop investment strategies, as we have done more »

  • Hedge Fund Mount Kellett Boosts its Stake in This Energy Stock

    By Meena Krishnamsetty - March 27, 2013 | Tickers: APA, CHK, DVN, EOG, SD

    At the beginning of January, SandRidge Energy (NYSE: SD), a $2.6 billion market cap exploration and production company which primarily produces natural gas, was one of the largest holdings by market value in Mount Kellett Capital Management’s portfolio. An activist battle has been brewing at SandRidge.

    On the one hand, investors such as Mount Kellett and TPG-Axon Capital Management have been trying to remove unpopular CEO Tom Ward more »

  • Newfield Exploration: How Much Can it Get for its International Assets?

    By Nathan Kirykos - March 24, 2013 | Tickers: EPL, NFX, PXP, SD

    According to recent news, Newfield Exploration (NYSE: NFX) is weighing a sale of its international offshore assets in Malaysia and China. The company is now seeking certainty and growth from its onshore projects in North America, in such formations as the Uinta, Cana Woodford, Williston, and Eagle Ford. In September 2012, Newfield also divested its assets in the Gulf of Mexico (GOM) for $228 million. 

    However, Newfield does not re-invent more »

  • The Trouble Of Getting Paid Early

    By Shmulik Karpf - March 21, 2013 | Tickers: CHK, PXP, SD | Editor's Choice

    There's always something going on with Chesapeake Energy (NYSE: CHK). The giant gas & oil company never seems to get tired of surprising its shareholders and noteholders alike. Just a couple of months ago - Carl Icahn, the famous activist investor, first disclosed a major equity stake in the company following a 30% plummet in the share price, then came a sudden departure of its dominant and frivolous CEO, Aubrey McClendon more »

  • Billionaire Leon Cooperman Shakes Things Up

    By Marshall Hargrave - March 20, 2013 | Tickers: AAPL, NYX, SD, S, WAG

    Billionaire Leon Cooperman grew up the son of a plumber living in the South Bronx. He worked his way through Hunter College, working as a Xerox quality control engineer. After getting his MBA from Columbia, Cooperman worked at Goldman Sachs for twenty five years before leaving in 1991 to start his hedge fund, Omega Advisors.

    Omega is now a multi-billion dollar hedge fund focused on value investing. The fund uses more »

  • 3 Stocks With Insider Interest

    By Mohsin Saeed - March 19, 2013 | Tickers: LXRX, PACB, SD

    The global economy is still going through the initial stages of recovery and waiting on positive news from European markets. This bad economy has created uncertainty in the stock market, especially sectors that rely on consumer spending such as the technology sector. In such turbulent times it is a good method to observe insider trends before making major stock investments. The following companies have seen some insider interest during the more »

  • Top 5 Stocks From This Niche Hedge Fund

    By Marshall Hargrave - March 19, 2013 | Tickers: DG, GNC, SD, SRC, WYN

    TPG-Axon first launched in 2005 as a $2.8 billion joint venture between TPG (the private equity giant) and Dinakar Singh, a former top trader at Goldman Sachs. TPG-Axon now manages some $5.8 billion across both the public and private markets. For its publicly owned securities, the hedge fund is very concentrated, with around 40% of its portfolio invested in its top five stocks. As a result, the fund more »

  • What CEO’s Probable Removal Means for SandRidge

    By Diane Alter - March 18, 2013 | Tickers: CHK, HES, SD

    Chalk up another one for the activist investor.

    Hedge fund TPG-Axon Capital just struck a deal with SandRidge Energy (NYSE: SD), apparently giving the okay to show the oil and gas company’s CEO Tom Ward the door.

    TPG-Axon, which owns 7.3% of SandRidge, launched a campaign back in 2012 with another hedge fund to oust Ward and the company’s entire Board of Directors amid governance lapses and more »

  • An Insider Bought Shares of This Energy Company

    By Meena Krishnamsetty - March 7, 2013 | Tickers: CHK, DVN, SD, SWN, UPL

    Ultra Petroleum's (NYSE: UPL) Controller and vice president Garland Shaw bought 3,000 shares of the company’s stock on March 4 at an average price of $16.20, according to a filing with the SEC. Shaw now owns almost 13,000 shares of Ultra’s stock, so in percentage terms this is a significant increase. Insider purchases are generally considered to be bullish signals, since the insider already more »

  • A proven winner, a likely winner and a dud

    By Robert Zimmerman - March 4, 2013 | Tickers: EPD, PSX, SD

    As US domestic energy production expands, there are winners and losers in the game.  Below I highlight an established winner, a winner in the making, and a  company that’s on the verge of becoming a complete loser.  Although they operate in different aspects of the US energy industry, they all should be making money for their investors. Alas, that doesn't always happen.

    A clear winner
    It would be more »

  • Corporate Governance Issues a Heavy Burden for SandRidge

    By Jordo Bivona - February 25, 2013 | Tickers: CHK, CVX, SD

    SandRidge Energy (NYSE: SD) and Chesapeake (NYSE: CHK) are two companies that have been in the thick of controversy over corporate governance, and the similarities between the controversies may be explained by the fact that Tom Ward, the CEO of SandRidge co-founded Chesapeake before he founded SandRidge. Chesapeake's controversial CEO Aubrey McClendon announced his departure recently, and the spotlight is now on Tom Ward. This article examines the latest more »

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