Kodiak Oil & Gas (KOG)

[Timothy Smith]

I think that over the next few years as the infrastructure build out in the Williston Basin continues, Kodiak will have the opportunity to grow and become a major player.

The company is not giving any indications that it intends to expand its focus beyond the Williston and risk a Forest-like scenario, nor do its balance sheets indicate funding shortfalls such as are impacting Chesapeake.

Despite its volatility, Kodiak deserves a strong look for growth and future returns.