Search found 4 matches

by hmrckstv
Thu May 09, 2019 8:08 am
Forum: The View from Houston
Topic: OXY's dividend in question
Replies: 1
Views: 860

OXY's dividend in question

Dan,

With OXY apparent successful bid for APC, do you think OXY will cut their dividend. They are acquiring substantial debt. Any thoughts?

Thanks,
Steve
by hmrckstv
Fri Apr 26, 2019 12:38 am
Forum: Sweet 16 Portfolio
Topic: Takeover Targets
Replies: 2
Views: 1448

Re: Takeover Targets

Dan, After reading that article I was amazed that there was no mention of any "gassers" as potential takeover targets. The author did state that Shell was moving toward natural gas expansion so it would make sense that RRC, AR, and maybe EQT would be possible acquisitions. They are at net ...
by hmrckstv
Fri Nov 30, 2018 2:46 pm
Forum: Picks and tips from the EP community
Topic: Hi-Crush
Replies: 4
Views: 2099

Hi-Crush

Dan,

The stock is obviously getting "highly-crushed". Any updates or comments would be appreciated. This is a time for tax loss selling ...but this is extreme. Will the company survive or go BK?

Thanks
by hmrckstv
Wed Nov 21, 2018 5:28 pm
Forum: The View from Houston
Topic: Natural Gas Storage Report - Nov 21
Replies: 3
Views: 1339

Re: Natural Gas Storage Report - Nov 21

Dan, Since your three "gassers" are hedged (some more than others), how do you see this playing out with regard to their stock prices. So far the market is not liking any of the "gassers". If my memory serves me right, AR is hedged (100%) through 2019, RRC is 50+% hedged through ...