Our top picks this week come from our special focus on Oil & Gas Exploration & Production. Here’s what the analysts we spoke to picked in this space:

1. Carrizo (CRZO)- “Carrizo, which is a gas-oriented name here…has a fairly dramatic growth profile, which we think is being underappreciated, given financial concerns.”
2. Whiting (WLL)- [Whiting is an oil company with]  “a high cost model but it does have some growth catalysts on the liquid side — carbon dioxide flood activity and some other efforts in the Bakken. And given that it’s a high cost model with a lot of financial leverage, if indeed we start to see some constructiveness in the context of the oil market, that’s going to be a name that has been beaten up badly that could have a nice rebound.”
3. XTO Energy (XTO)- “XTO Energy continues to be a name where we see very good, relative-to-the-industry economic growth.”

For the complete Oil & Gas Exploration & Production issue, including a complete overview of this space, where it’s headed, and more stock picks, click here.

This entry was posted on Wednesday, January 28th, 2009 at 7:06 pm and is filed under Natural Resources Stocks. You can follow any responses to this entry through the RSS 2.0 feed.