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SandRidge Energy
Below is my most recent research report on SandRidge Energy (SD).  This is a company that has been cutting costs and improving its capital allocation, which were both serious problem areas under the leadership of former CEO Tom Ward.  Moving forward and assuming that oil and natural gas prices stay high, I believe the stock...
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The resurgence of the American oil and gas industry has been nothing short of breathtaking.  The Peak Oil Theory had filled Americans with anxiety that the country would remain forever tied to importing oil from governments that are often hostile towards U.S. interests.  The development of hydraulic fracturing and horizontal drilling has dramatically reduced natural...
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Here is Tim Travis’ research report on SandRidge Energy, Inc. (SD) on Mar 11th 2013.   http://seekingalpha.com/article/1263901-an-attractive-risk-adjusted-way-to-invest-in-sandridge-energy
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I finally got around to reading the letter that TPG sent to Sandridge Energy (SD) regarding Tom Ward’s mismanagement.  I believe they made an extremely compelling case and indeed the board and management have conducted themselves in an egregious, self-enriching manner.  I believe APA, DVN, and BP are more attractive at this point, but I...
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    7242 East Cortez Rd
    Scottsdale, AZ 85260
    Phone: 805-886-8140
    Fax : 949-335-9784