SandRidge Energy

  • Billionaire Leon Cooperman Still Likes This Energy Stock

    By Meena Krishnamsetty - July 30, 2013 | Tickers: CHK, DVN, SD

    At the Delivering Alpha conference on July 17, billionaire Leon Cooperman of Omega Advisors listed SandRidge Energy (NYSE: SD) as a potential turnaround and one of his top picks. At Insider Monkey, we track quarterly 13F filings from Omega and hundreds of other hedge funds as part of our work researching investment strategies (we have found, for example, that the most popular small cap stocks among hedge funds earn an more »

  • Billionaire Leon Cooperman on an Alpha Spree

    By Marshall Hargrave - July 25, 2013 | Tickers: ESRX, QCOM, SD

    Billionaire Leon Cooperman appeared at the CNBC Delivering Alpha conference last week to tout his top picks. His Omega Advisors hedge fund has nearly $6.5 billion in assets under management. Cooperman started out by reiterating his love for SandRidge Energy (NYSE: SD), noting that the company will not go bankrupt. 

    SandRidge is the controversial oil and gas company that Cooperman believes has mismanaged assets. The company operates various drilling more »

  • Pay Close Attention to Chesapeake Energy

    By Shmulik Karpf - July 15, 2013 | Tickers: CHK, XCO, SD

    Note: This post has been amended to more accurately explain EXCOs suitors.
     
    On July 5, Chesapeake Energy (NYSE: CHK) announced that it has entered into a definitive agreement to sell its assets in the Northern Eagle Ford Shale and Haynesville Shale to EXCO, a subsidiary of EXCO Resources (NYSE: XCO). In return for the sale, Chesapeake would receive approximately $1 billion, of which approximately 90% will be received upon closing more »
  • 3 Energy Producers to Buy on the Next Taper Tantrum

    By Mark Holder - June 28, 2013 | Tickers: RAM, SD, WPX

    As the Federal Reserve hints at tapering the bond buying program over the next year, cyclical stocks including energy exploration and production firms should become interesting buys. These stocks have underperformed the market rally over the last year as investors have piled into high yielding stocks as bond yields hit extremely low levels. Now that money should flood out of those stocks and bonds into growth stocks.

    The main reason more »

  • A Board Member Snapped Up 5,000 Shares of This Energy Company

    By Meena Krishnamsetty - June 28, 2013 | Tickers: APA, CHK, ECA, SD

    Thomas Ryan, a member of the Board of Directors at Chesapeake Energy (NYSE: CHK), directly purchased 5,000 shares of stock on June 11 at an average price of $21.51 per share. This doubled his holdings of Chesapeake. We track insider purchases because studies show that stocks bought by insiders tend to narrowly outperform the market on average (read our analysis).

    While we don’t recommend imitating every insider more »

  • Did You Catch This LNG Development?

    By Meena Krishnamsetty - June 28, 2013 | Tickers: LNG, CHK, COP, SD

    As its ticker symbol suggests, Cheniere Energy (NYSEMKT: LNG) is a company focused on the liquefaction and exportation of natural gas to other countries. Let’s take a look at a recent development surrounding the energy player, while broadening our focus to the entire domestic natural gas market.

    An important development

    The company recently announced that it had completed financing and began construction on Trains 3 and 4 for its more »

  • What Does Billionaire Steve Cohen’s SAC See In This Energy Company?

    By Meena Krishnamsetty - June 27, 2013 | Tickers: COG, CHK, EQT, OKE, SD

    In May, billionaire Steve Cohen’s SAC Capital Advisors filed its 13F with the SEC, disclosing many of its long equity positions in U.S. stocks as of the end of Q1 2013. Even though the information in 13F is a bit old by the time it is released, we think there are still a few ways to make use of it. For one, we’ve found that the most more »

  • Three Opportunistic Energy Plays on Shareholder Activism

    By Anh HOANG - June 24, 2013 | Tickers: CHK, HES, SD

    Recently, Chairman and CEO Tom Ward of SandRidge Energy (NYSE: SD) was fired from the company he founded. The CEO position was taken over by James Bennett, the company’s CFO, and the Director Jeffrey Serota was the interim chairman. Since the beginning of the year, SandRidge Energy’s share price has dropped significantly, from $6.35 per share to around $4.80 per share. Is the recent CEO’s more »

  • Why the CEO Had to Go at SandRidge Energy

    By Mark Holder - June 21, 2013 | Tickers: CHK, SD, SWN

    On first thought, the announcement of the resignation of the CEO at SandRidge Energy (NYSE: SD) appears nothing to get excited about. Even if the market can blame Tom Ward for the stock weakness over the last few years, losing the founder of the company can’t be a good thing. The interesting part of this news is that the market has another prime example to follow. Not only did more »

  • Investing in Small Energy Companies Is Dangerous

    By Joshua Bondy - June 7, 2013 | Tickers: CHK, XOM, SD, SDR, SDT

    Modern finance explains that investors are compensated for increased risk with a possible increase in returns. A look at the small upstream firm SandRidge Energy (NYSE: SD) shows just how true this is. SandRidge's CEO, Tom Ward, had a number of side interests that potentially conflicted with SandRidge. The company's stock price and earnings have behaved poorly and yet, Tom Ward continues to walk away with multi-million dollar 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 »

  • What’s the "Warren Buffett of Canada" up to Now?

    By Meena Krishnamsetty - May 31, 2013 | Tickers: BBRY, JNJ, LVLT, RFP, SD

    Each quarter, hedge funds, such as Prem Watsa’s Fairfax Financial Holdings, file 13F forms with the SEC. These 13F forms disclose many of the positions held in the funds’ equity portfolio during the quarter. Prem Watsa is one of the managers we track at Insider Monkey, and he’s been described as the "Warren Buffett of Canada." His fund has returned around 100% since 2007.

    We will now take more »

  • 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, NES, 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, NES, 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 »

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