You may not know Emerge Energy Services (EMES), a company I have had on "Mad Money" a couple of times. But the trajectory of this one speaks loudly about these last few days.
It's the largest frack sand company and the company is doing everything it can to ship as much sand as possible around the country to meet fracking needs. It's big bottleneck? It needs to double the number of railcars it has to get the sand to where it has to be. Emerge has the hottest stock of any I follow, including Tesla (TSLA) and Netflix (NFLX). It has the greatest demand of any company I know and it shows no sign of letting up because it is a superior replacement for ceramic proppant, which is now costing too much if you want to drill and drill fast.
And who wants to drill and drill fast? How about WPX Energy (WPX)? How about Cimarex Energy (XEC)? How about Anadarko (APC), Continental (CLR), Noble (NBL), Apache (APA), Marathon (MPC), Carrizo (CRZO), Range (RRC), Cabot (COG) and Pioneer (PES)? These companies and dozens like them are all going full out and can't get the oil out fast enough. There had been fear that this quarter would have the production growth, but not the product price. There is also fear that there isn't enough space to put the stuff. But I think that the good ones have the pipe and will get it to the market.
This group will become the go-to as we see the end game: Ukraine wants to be in NATO and Russia simply can't let that happen.
The group goes higher. You have to hope for a couple of down days to get in and, at the pace that Ukraine-Russia is escalating, you just might not get a chance.
