Search found 809 matches

by mkarpoff
Sun Jan 07, 2024 3:13 pm
Forum: Sweet 16 Portfolio
Topic: APA
Replies: 0
Views: 52047

APA

Perhaps you can initiate coverage on APA if the deal goes through, or perhaps it can be fresh meat on its own.
by mkarpoff
Thu Jan 04, 2024 9:00 am
Forum: Sweet 16 Portfolio
Topic: APA buying CPE
Replies: 23
Views: 1321747

Re: APA buying CPE

I can't say the price impresses me.
by mkarpoff
Fri Sep 22, 2023 11:02 am
Forum: The View from Houston
Topic: Oil & Gas Prices - Sept 22
Replies: 8
Views: 8293

Re: Oil & Gas Prices - Sept 22

Members should be warned that the tanker space is among the most volatile in the stock market. You have to have a strong stomach to buy in.
by mkarpoff
Tue Sep 19, 2023 9:44 am
Forum: The View from Houston
Topic: Oil & Gas Prices - Sept 19
Replies: 3
Views: 4666

Re: Oil & Gas Prices - Sept 19

Oil is indeed going up, but the market is causing shares to lag big time.
by mkarpoff
Fri Sep 01, 2023 8:33 am
Forum: The View from Houston
Topic: North European Oil Royalty Trust (NRT)
Replies: 3
Views: 7069

Re: North European Oil Royalty Trust (NRT)

Aja, NRT in freefall is exactly when you want to start paying attention to it.
by mkarpoff
Thu Aug 31, 2023 11:05 am
Forum: The View from Houston
Topic: North European Oil Royalty Trust (NRT)
Replies: 3
Views: 7069

North European Oil Royalty Trust (NRT)

It is time to revisit NRT, a micro-cap that I introduced to fellow members about 3 years ago, as it is a perfect fit opportunity, if you agree with Dan's natgas thesis (I do) to play out in the next couple of years. NRT is a micro, micro company. You can count the number of full-time employees on on...
by mkarpoff
Mon Aug 28, 2023 7:20 pm
Forum: The View from Houston
Topic: Refinery Fire: This will have a significant impact on diesel
Replies: 4
Views: 4959

Re: Refinery Fire: This will have a significant impact on diesel

Seems like this would negatively impact producers; especially Marathon. After all, where is the oil supposed to go as refineries are already producing at max speed.
by mkarpoff
Thu Aug 17, 2023 7:53 am
Forum: Picks and tips from the EP community
Topic: InPlay Oil (IPOOF) Q2 Results - Aug 15
Replies: 7
Views: 6566

Re: InPlay Oil (IPOOF) Q2 Results - Aug 15

You are expecting ipoof to be a possible double from here. Many in the high growth portfolio have much lower % expectations for growth. Why then, just because they currently have a decent div, are you moving the company(s) to the yield portfolio? In a similar vein, could you give a little more cover...
by mkarpoff
Fri Jun 16, 2023 4:38 pm
Forum: Sweet 16 Portfolio
Topic: Diamondback Energy (FANG) Update - June 16
Replies: 2
Views: 4556

Re: Diamondback Energy (FANG) Update - June 16

VNOM has been getting hammered. Any idea why?