Seeking Alpha: Talisman Energy Aims To Shrink And Grow Rich

"Bigger is better" is the operating mindset for many corporate executives, but that's not always the winning strategy in the energy sector. With share price performance often closely tied to debt-adjusted production growth, it can make quite a bit of sense to jettison assets that don't offer much production growth upside and/or those that require substantial investments to maintain or develop.

That brings me to the Talisman Energy (TLM) situation. While the company has legitimately interesting assets in North and South America as well as Southeast Asia, the company's North Sea assets are little more than an albatross around its neck. Talisman shares do appear to be trading below fair value, and the company appears quite committed to both asset sales and cost reductions, but there isn't any particular shortage of interesting ideas in the energy sector today.

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Talisman Energy Aims To Shrink And Grow Rich

Investopedia: Talisman Energy Has More Charm Than The Market Thinks

Institutional investors seem to approach energy stocks with the same sort of discipline and dedication that teenaged girls show towards boy bands and pop stars. Whatever was popular last year isn't going to be hot this year, but there's not always a lot of logic in the process. Talisman Energy (NYSE:TLM) does have real challenges that merit a discount, but it seems as though the Street has gone a little overboard here and patient investors may want to consider the name.

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