Thanks for the perspective Fraser.
And yes I did see the Nvidia vs Oil market cap news.
Search found 110 matches
- Fri Feb 09, 2024 4:36 pm
- Forum: Sweet 16 Portfolio
- Topic: CRK - NEW LOW
- Replies: 15
- Views: 1327
- Wed Feb 07, 2024 12:04 pm
- Forum: Sweet 16 Portfolio
- Topic: CRK - NEW LOW
- Replies: 15
- Views: 1327
Re: CRK - NEW LOW
In the past 6 months SBOW down 29% CRK down 40% I'm looking at the current situation as a potential buying or rebalancing opportunity. With the forecast the next few weeks looking colder, and additional LNG capacity coming online later this year and early next, I feel waiting too long could be costl...
- Tue Jan 30, 2024 12:31 pm
- Forum: The View from Houston
- Topic: Oil & Gas Prices - Jan 30
- Replies: 1
- Views: 251
Re: Oil & Gas Prices - Jan 30
Freeport down to half capacity again!
We need more LNG capacity just from a reliability perspective.
Kevin
We need more LNG capacity just from a reliability perspective.
Kevin
- Sun Jan 14, 2024 3:12 pm
- Forum: Picks and tips from the EP community
- Topic: Diamondback Energy (FANG) for Growth & Income - Jan 6
- Replies: 4
- Views: 42206
Re: Diamondback Energy (FANG) for Growth & Income - Jan 6
Thanks Dan,
In the future I will message Sabrina.
Kevin
In the future I will message Sabrina.
Kevin
- Tue Jan 09, 2024 4:19 pm
- Forum: Picks and tips from the EP community
- Topic: Diamondback Energy (FANG) for Growth & Income - Jan 6
- Replies: 4
- Views: 42206
Re: Diamondback Energy (FANG) for Growth & Income - Jan 6
I'm also looking for the ENB forecast.
- Tue Jan 09, 2024 3:59 pm
- Forum: Picks and tips from the EP community
- Topic: Diamondback Energy (FANG) for Growth & Income - Jan 6
- Replies: 4
- Views: 42206
Re: Diamondback Energy (FANG) for Growth & Income - Jan 6
Dan,
I'm looking for the most recent FANG Forecast Model under the High Yield tab.
Can someone add the link?
Thanks
Kevin
I'm looking for the most recent FANG Forecast Model under the High Yield tab.
Can someone add the link?
Thanks
Kevin
- Thu Jan 04, 2024 10:16 pm
- Forum: Sweet 16 Portfolio
- Topic: Devon Energy (DVN) back to the Sweet 16 - Jan 2
- Replies: 4
- Views: 6254
Re: Devon Energy (DVN) back to the Sweet 16 - Jan 2
Thanks Dan,
I am long all of these stocks, but wanted to understand your perspective.
Kevin
I am long all of these stocks, but wanted to understand your perspective.
Kevin
- Thu Jan 04, 2024 2:46 pm
- Forum: Sweet 16 Portfolio
- Topic: Devon Energy (DVN) back to the Sweet 16 - Jan 2
- Replies: 4
- Views: 6254
Re: Devon Energy (DVN) back to the Sweet 16 - Jan 2
Dan, what makes DVN a better Sweet 16 company than FANG at this moment?
- Wed Dec 27, 2023 7:37 pm
- Forum: The View from Houston
- Topic: Seven Big Lies
- Replies: 2
- Views: 19817
Re: Seven Big Lies
Thanks Chuck! Speaking to a few of the lies, the average price of WTI from Jan 2011 to Sep 2014 was $96. In today's dollars that is $128. That means today's WTI of $74 is selling at a 42% discount to a nearly 4 year period in the past. I don't call that expensive by any stretch. If someone wants to ...
- Tue Dec 19, 2023 1:17 pm
- Forum: Sweet 16 Portfolio
- Topic: Permian Resources (PR) Update - Dec 19
- Replies: 4
- Views: 8041
Re: Permian Resources (PR) Update - Dec 19
Dan, I'm not familiar with this kind of transaction, so I am wondering:
Is PR buying back some of these shares from these private investors?
Thanks
Kevin
Is PR buying back some of these shares from these private investors?
Thanks
Kevin