This segment is from Tuesday's edition of "Digging for Value," in which sector analysts Joel South and Taylor Muckerman discuss energy and materials news with host Alison Southwick. The twice-weekly show can be viewed on Tuesdays and Thursdays. It can also be found on Twitter, along with our extended coverage of the energy and materials sectors @TMFEnergy .
A recent article in Bloomberg discusses the possibility of activist investors moving into the oil industry to shake up vulnerable companies or management teams run by "founding families."
This past year shareholders from Chesapeake Energy (NYSE: CHK ) and SandRidge Energy (UNKNOWN: SD.DL ) were rewarded after activist investors replaced the CEOs from both companies. While both Chesapeake and SandRidge were scourged with spiraling debt and lax corporate governance, the current oil and gas environment is fundamentally stronger.
In the following video Joel South discusses the current oil and gas space and tells investors what companies are ripe for disruption from activist investors.
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