auminer's energy
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Created by auminer
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Date updated:04-18-2007

Almost all my picks will have a PEG under 0.5, suggesting the potential for a doubling of the stock price. I tend to look for out-of-favor industries, then search out the stocks most likely to result in large gains as the industry moves back into vogue on Wall St.

Right now my focus is on oil & gas drillers, particularly those more involved in land-based drilling.

symbol name last price % change open
  • +
  • BRNC
    Bronco Drilling C
  • $5.83
  • -1.19%
  • $5.83

Bronco Drilling has a PEG somewhere around 0.35, depending on which analyst's numbers you believe. They also have a Net Tangible Asset Value (NTAV) that is over 70% of their market cap. ($315million to $443million) making them an excellent value play.

People owning BRNC also tend to own: LMSWIREEXPSAIBOOMCVCODW

TheStreet.com Rating: D What is this?

  • +
  • UNT
    Unit Cp
  • $38.49
  • +0.05%
  • $38.79

Unit Corp is NOT focused only on land based O&G drilling, and that's exactly why I picked them. Instead, this company not only drills the wells, they also operate some of them, and they also own some natgas processing plants. This vertical integration creates economies not enjoyed by some of the competition and enables UNT to take more of their topline all the way to the bottom line.

People owning UNT also tend to own: APHBOOMDIODETPFDXLUKPWEI

TheStreet.com Rating: C- What is this?

  • +
  • PDC
    Pioneer Drilling
  • $6.89
  • +1.77%
  • $6.79

Pioneer Drilling also sports the low-PEG (0.4) and high NTAV/cap (63%) characteristics that BRNC does. Their fleet upgrade program is nearing completion and will make their fleet more competitive in the slow times, as well as much more profitable in the busy times.

People owning PDC also tend to own: APOLBRK-BCSWCENTUFADVGEMSINTC

TheStreet.com Rating: B- What is this?

  • +
  • GW
    N/a
  • $6.16
  • 0.00
  • $6.16

Low PEG, High NTAV/cap but not quite as compelling as PDC and BRNC. Still a reasonable buy.

People owning GW also tend to own: MRGENXRDSTIITIXOMAAAUKBTU

TheStreet.com Rating: C+ What is this?

  • +
  • UDRL
    Union Drilling
  • $6.32
  • +0.80%
  • $6.30

Low PEG, High NTAV/cap but not quite as compelling as PDC and BRNC. Still a reasonable buy. Union Drilling focuses heavily on gas drilling, particularly in the Fayetteville shale area in Arkansas, and the Barnett shale near Dallas/Ft. Worth. Given the more rapid drop-off in production of new gas wells as compared to just a few years ago, they should keep busy for years in these two fields alone.

People owning UDRL also tend to own: FNSRJOYGSIRISNESWNTXRHUSG

TheStreet.com Rating: C- What is this?

  • +
  • PTEN
    Patterson-uti Ene
  • $15.96
  • +0.19%
  • $16.05

Low PEG, High NTAV/cap but not quite as compelling as PDC and BRNC. Still a reasonable buy.

People owning PTEN also tend to own: AAVABXAADGAMATAQRBGRBXL

TheStreet.com Rating: C What is this?

 

Start Price

Return Value

Start Date

BRNC 17.14 -65.99% Apr 17th
UNT 55.13 -30.18% Apr 17th
PDC 13.41 -48.62% Apr 17th
GW 7.12 -13.48% Apr 17th
UDRL 15.18 -58.37% Apr 17th
PTEN 24.20 -34.05% Apr 17th

Average return:

-59.16%

Success rate:

0%

Hated Stocks:

FNM 56.97 -98.24% Apr 17th
FRE 62.57 -98.19% Apr 17th
NOBH 22.00 -56.20% Apr 17th
BBX 11.10 -88.29% Apr 17th
CLBK 48.70 ------ Apr 17th

Tracking Started: 04-17-2007

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