Joanne A. Hruska, CFA Patterson UTI Energy Inc. PTEN-Q PAST TOP PICK Sep 11, 2012

A US oil/gas driller. Gas storage is now back to normal and he is expecting more drilling in the US.

2nd largest land based driller in the US, bit more Natural gas wells.US natural gas production has been flat, even though the number of wells has tripled. Very good news for businesses which are drilling.Thinks we are in the early stages of an upturn in natural gas.

Model price of $41.50, that's a 108% positive differential.

4 Billion market cap. Service company focused in US. US based land drilling and pressure pumping. The hottest sector in the last couple of years. 8x earnings. Little bit of yield. Growth is unbelievable. Last few quarters blowing estimates out of the water. She started buying a couple of years ago.