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.
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