5 analysts, and 8 sector firms examine the Oil & gas exploration & production segment in this 60 page report from The Wall Street Transcript.
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Oil & Gas E&P Outlook: Philip J. McPherson, Global Hunter Securities, LLC
Small Cap Oil & Gas E&P Companies: Chris Pikul, Morgan Keegan & Co., Inc.
Oilfield Services & Offshore Drillers: Longdley ÒLennyÓ Zephirin, The Zephirin Group, Inc.
Canadian Oil & Gas Exploration & Production: Mark Leggett, BMO Capital Markets
Outlook for Canadian E&P Companies: Warren Verbonac, Octagon Capital Corporation
CEO Interviews (average 2,500 words): Top management from 8 sector firms examine the outlook for their firm and sector. Firms interviewed include: Best Energy Services, Inc, BreitBurn Energy Partners LP, Indigo-Energy, Inc., Arena Resources, Inc., Far East Energy Corporation, GeoPetro Resources Company, New Frontier Energy Inc., Pacific Asia Petroleum, Inc.
Topics covered: Stock selection - Volatility - Commodities - Balance Sheet - Catalysts - Small cap companies - Oil prices - The natural gas price cycle - The service industrys cost structure - Productivity rates - Operational leverage - Fundamentals of supply and demand
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Companies covered: ATP Oil & Gas (ATPG); Berry Petroleum (BRY); Evolution Petroleum (EPM); Denbury Resources (DNR); GeoResources (GEOI); Whiting Petroleum (WLL); Berry Petroleum (BRY); Range Resources (RRC); Petrohawk Energy (HK); Diamond Offshore (DO); Hercules Offshore (HERO); Rowan Companies (RDF); Noble (NE); Transocean (RIG); ENSCO (ESV); Pride Petroleum (PDE); EnCana (ECA); Tristar (TOG:TSX); Celtic (CLT:TSX); Breaker (WAV:TSX); Crew (CR:TSX); Pan Orient (POE:TSX.V); TransGlobe (TGL:TSX); Antrim (AEN:TSX); Ithaca (IAE:TSX.V); Sterling (SLG:TSX.V); Petroflow (PEF:TSX); Petrolifera (PDP:TSX).


