Search found 110 matches

by KGardiner
Fri Feb 09, 2024 4:36 pm
Forum: Sweet 16 Portfolio
Topic: CRK - NEW LOW
Replies: 15
Views: 1327

Re: CRK - NEW LOW

Thanks for the perspective Fraser.

And yes I did see the Nvidia vs Oil market cap news.
by KGardiner
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...
by KGardiner
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
by KGardiner
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
by KGardiner
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
by KGardiner
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
by KGardiner
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?
by KGardiner
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 ...
by KGardiner
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