Secular Trend: Best-of-Breed Wildcatters
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Created by Steve Old Boy
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Date updated:08-17-2008

Due to the secular forces at work, it seems like Exploration & Production firms should be profitable investments again when oil/gas are done pulling back, and institutional moneys start flowing back into this sector. Prices may have temporarily moved up too far too fast, but it's a good bet their long-term upward trend will continue. I'm preparing watch lists for when that happens.

In compiling this list, I leaned on a few simple criteria. Each company must have:
• At least a narrow moat (Morningstar)
• C or better stewardship grade (Morningstar)
• C or better stock grade (Navellier)
• Natural gas comprising at least 50% of production/reserves

These criteria resulted in a not-so-short list of stocks that also tend to get high ratings from TheStreet.com. When the markets aren't chasing the flavor of the month, they tend to revert back to fundamentally sound companies like these.

I didn't include Canadian E&Ps in the list because most are involved in oil sands. That requires an extraction/refining process that's even more arduous and expensive than usual — a bigger consideration now that prices have pulled back. Here's some background info:
http://en.wikipedia.org/wiki/Tar_sands

In any case, EnCana (ECA) is an intriguing choice. It seems to have a strong presence in every major natural gas play in North America; it's renowned for its reservoir evaluation expertise and technical innovation; and it's spinning off its oil sands assets into a new integrated oil company. Canadian Natural Resources (CNQ) and Talisman Energy (TLM) would be respectable choices as well.

symbol name last price % change open
  • +
  • APA
    Apache Cp
  • $98.87
  • -0.17%
  • $97.38

A Jim Cramer favorite: www.thestreet.com/cramerstake/APA.html

People owning APA also tend to own: BGCBHPCBIIPSSSRIAAPLAUY

TheStreet.com Rating: C+ What is this?

  • +
  • APC
    Anadarko Petroleu
  • $64.83
  • -1.74%
  • $65.04

A Jim Cramer favorite: www.thestreet.com/cramerstake/APC.html

People owning APC also tend to own: ACIAINVANRBBDBTUCHKCMCSK

TheStreet.com Rating: C What is this?

  • +
  • COG
    Cabot Oil Gas Cp
  • $40.07
  • -1.21%
  • $40.17

A Jim Cramer favorite: www.thestreet.com/cramerstake/COG.html

People owning COG also tend to own: FSTHYSLINFAPXPQSFTSOVVLY

TheStreet.com Rating: B- What is this?

  • +
  • CHK
    Chesapeake Energy
  • $24.22
  • 0.00%
  • $N/A

Check out the CEO's recent insider buying activity (almost 2 million shares since May '08)! Also a Jim Cramer favorite: www.thestreet.com/cramerstake/CHK.html

People owning CHK also tend to own: ACIAINVANRAPCBBDBTUCMCSK

TheStreet.com Rating: C What is this?

  • +
  • XEC
    Cimarex Energy Co
  • $44.68
  • -0.58%
  • $44.36

No Analysis added

People owning XEC also tend to own: EXPEIACIMCDVRTXAPCAPPAUY

TheStreet.com Rating: D What is this?

  • +
  • CMZ
    Compton Petroleum
  • $1.01
  • 0.00%
  • $N/A

No Analysis added

People owning CMZ also tend to own: EXPDINOHALMRVLMVLPRVTAETUF.PK

TheStreet.com Rating: D What is this?

  • +
  • DVN
    Devon Energy Cp (
  • $68.04
  • -1.29%
  • $67.88

A Jim Cramer favorite: www.thestreet.com/cramerstake/DVN.html

People owning DVN also tend to own: AAPLBACBBYBGTCSCOCTSHDEO

TheStreet.com Rating: C- What is this?

  • +
  • EOG
    Eog Resources Inc
  • $90.35
  • +2.64%
  • $90.43

No Analysis added

People owning EOG also tend to own: AAPLBRK-BCHKGLWIMMRTXNEPL

TheStreet.com Rating: B- What is this?

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