Linn Energy LLC (LINE), SandRidge Energy Inc. (SD) Among The Three Companies I’m Watching Closely This Earnings Season

Page 2 of 2

The one area I’ll be keyed into is how much of that production is oil and liquids. With 80% of the company’s Mississippian cash flow tied to oil, I’d like to see its drilling capital going toward the most oil-rich prospects. If there’s oily upside to its current commodity mix of 45% oil and liquids to 55% natural gas, then the company might be worth a whole lot more than investors think. We’ll know more when SandRidge Energy Inc. (NYSE:SD) reports earnings on May 5.

The Foolish bottom line
There’s a lot more to each story so I plan to drill down even deeper into what to expect as we get closer to the actual earnings release date. Of the three, I think investors need to pay the most attention to SandRidge Energy Inc. (NYSE:SD) this time around. The company’s CEO is in a battle to keep his job, so this report could provide more insight into the company’s future plans.

The article 3 Companies I‘m Watching Closely This Earnings Season originally appeared on Fool.com.

Motley Fool contributor Matt DiLallo owns shares of LINN Energy, LLC and LinnCo, LLC. The Motley Fool has no position in any of the stocks mentioned.

Copyright © 1995 – 2013 The Motley Fool, LLC. All rights reserved. The Motley Fool has a disclosure policy.

Page 2 of 2