I wrote an article for the awesome website http://www.gurufocus.com/ called "EMT, 'Ick' Investing, and Natural Gas." Readers can access the article here: http://www.gurufocus.com/news.php?id=89642#89677
This article basically outlines my thoughts on efficient market theory, why I'd be considered a "contrarian" investor, and why I think there are currently opportunities in natural gas exploration and production companies.
I specifically discussed SandRidge, which is one of the top stocks on my watch list. Other stocks high on my watch list that weren't discussed are MIR and EXC, and obviously I already own GMXR. I'll keep you posted if I decide to make any purchases...
