A Slick Steal

The ramp-up in oil production in the Eagle Ford shale area in south Texas has been the basis for a really great investment thesis over the last few years. Providing exponential growth to seemingly any producer investing here, this shale has literally "made" a number of companies.

For example, EOG Resources (EOG) was already a big Bakken producer, but it built the largest of all the Eagle Ford acreage positions. With its stock is up about 80% since the beginning of 2012, EOG is now a very big blip on the radar. Consider smaller names such as Carrizo (CRZO), which has doubled since only the beginning of 2013, and Sanchez Energy (SN), an even smaller name, up 38% since its trough in April of this year. These two names trade at 2.72x and 1.6x book, respectively....426 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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