My latest post is up at RealMoney. I think there is still quite a bit of run left in the energy bull market. That belief has led me to some good picks, such as Patterson Uti (PTEN) and Flowserve (FLS) , as well as one bad one, Frontier Oil (FTO) . My models recently brought W&T Offshore (WTI) into focus, and I’m thinking it is more likely one of the former than the latter. The stock shows up very well in the Stock Market Beat models: Earnings momentum score: 1 (Positive) Earnings quality score: 5% (Positive) Price momentum score: 37% (Positive) Free cash flow yield: 10.6% (Positive) Return potential: 16.8% (Positive) Capital expenditures are ramping up, which will hurt free cash flow in the near time. If the expenditures are as successful as those of the past, however, the cash should start flowing again after a ...