Energy portfolio manager sees M&A deals looming for sector

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Published December 12, 2013

| 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 data by YCharts

URL

http://www.foxbusiness.com/investing/2013/12/12/energy-portfolio-manager-sees-ma-deals-looming-for-sector/