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Kodiak Oil & Gas’ 2011 Results

What’s not to like about Kodiak Oil & Gas (NYSE: KOG  ) ? It’s named after a tough bear, its operating regions are also named after bears, and — let’s face it — this company is on fire. Kodiak reported its fourth-quarter and 2011 full-year results this morning, and it’s hard not to feel bullish about [...]

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Universal American Shares Dropped – What You Need to Know

Although we don’t believe in timing the market or panicking over market movements, we do like to keep an eye on big changes — just in case they’re material to our investing thesis. What: Shares of health insurer Universal American (NYSE: UAM  ) looked like they needed a trip to the emergency room as they bled [...]

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Gradual economic improvements will make themselves heard

Our economy is a bit like a person on a diet. He loses weight a little bit at a time, and when you him them every day, you hardly notice the gradual change. But if you don