In terms of other names, catalyst-driven names are well positioned. One of the best event-driven names is EQT Corp ( EQT ) in the Marcellus and Utica. This year will be the year of a potential breakup of EQT, spinning off its exploration & production business from its midstream business. And could see a Sum of the Parts valuation of $135 per share according to some analysts. This upstream/midstream split would cap off the company's multi-year strategy, which has been a series of shareholder friendly moves. The company sold its utility, which strengthened the balance sheet by $1.2bn of cash. This is key because it makes the upstream business self-sufficient to generation top production and cash flow growth and the company has strong acreage. It will continue to drop down assets to its MLP, EQT Midstream Partners ( EQM ) which IPO 'd in the summer of 2012. The bottom line: Buy the names with the best acreage and company-specific catalysts.