Apache Corp (APA)

[Timothy Smith]

LNG export plan of attack: The company is ramping up production at its coastal operations in British Columbia and at its huge Wheatstone project in Australia. APA's competitor in BC is Royal Dutch Shell (RDS.A) which has the capital and Asian partners that give it an edge.

But APA only needs to capture a reasonable percentage of this potential high-growth market to gain a significant positive impact on future earnings. APA is well-positioned in terms of reserves and capacity to increase production by around eight percent annually.