Energy portfolio manager sees M&A deals looming for sector

By Covestor

Tyler Kocon, who manages the North American Shale Energy portfolio on the Covestor platform, was recently quoted in Barron’s for a story on how some small U.S. exploration and production companies could be takeover targets in 2014.

According to the Barron’s story:

If bad weather crimps fourth-quarter production, any selloff among Bakken [Shale] players would be a buying opportunity, says Tyler Kocon, a portfolio manager at Split Rock Private Trading, an investment advisor in Duluth, Minn. with energy portfolios. He likes Kodiak Oil & Gas (KOG) for its acreage, and says shares … could rise 20% in a takeover.

Kocon owns shares of Kodiak Oil & Gas in the North American Shale Energy portfolio.

KOG Chart

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Covestor Ltd. is a registered investment advisor. Covestor licenses investment strategies from its Model Managers to establish investment models. The commentary here is provided as general and impersonal information and should not be construed as recommendations or advice. Information from Model Managers and third-party sources deemed to be reliable but not guaranteed. Past performance is no guarantee of future results. Transaction histories for Covestor models available upon request. Additional important disclosures available at http://site.covestor.com/help/disclosures. For information about Covestor and its services, go to http://covestor.com or contact Covestor Client Services at (866) 825-3005, x703.

Tyler Kocon

Tyler Kocon

Split Rock Private Trading & Wealth Management is a registered investment adviser based in Minneapolis. Split Rock provides access to

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