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 data by YCharts