Search found 135 matches
- Tue Jan 16, 2024 7:39 pm
- Forum: Sweet 16 Portfolio
- Topic: Vital Energy (VTLE) Update - Jan 16
- Replies: 1
- Views: 4297
Re: Vital Energy (VTLE) Update - Jan 16
I have a huge position in VTLE and am down 17%. I hope this is the beginning of a turnaround in this stock. I can't believe it trades at such a low valuation.
- Thu Jan 04, 2024 4:20 pm
- Forum: Sweet 16 Portfolio
- Topic: APA buying CPE
- Replies: 23
- Views: 1487532
Re: APA buying CPE
I ended up selling my CPE. Don't like that 50% of APA production is in politically sensitive areas and they have relatively high debt. Added some CRK (which I sold many months ago but now believe it is starting to be a good time to buy NG stocks) and looking to add to EQT. Bought some BOIL on Tuesda...
- Thu Jan 04, 2024 12:30 pm
- Forum: Sweet 16 Portfolio
- Topic: APA buying CPE
- Replies: 23
- Views: 1487532
Re: APA buying CPE
IMO, this is a crappy deal for CPE shareholders - its half of Dan's price target. Dan, it would be helpful if you could take a quick look at APA for us - should we hold or DPE and put funds elsewhere - like CRK or EQT? The market is certainly valuing these companies at much lower multiples than Dan ...
- Thu Dec 28, 2023 10:14 pm
- Forum: The View from Houston
- Topic: EIA - Natural Gas Storage Report - Dec 28
- Replies: 7
- Views: 109885
Re: EIA - Natural Gas Storage Report - Dec 28
Fraser, I must add the following: No one can predict oil and NG prices, not Dan, not anybody. but Dan does gives us information about what is happening in the market and makes his best prediction on market pricing, but it is up to us to decide what the pricing will be. Dan's "job" is to gi...
- Thu Dec 28, 2023 9:58 pm
- Forum: The View from Houston
- Topic: EIA - Natural Gas Storage Report - Dec 28
- Replies: 7
- Views: 109885
Re: EIA - Natural Gas Storage Report - Dec 28
Fraser is an arrogant know it all. I could do without his continued negative posts.
- Fri Dec 22, 2023 9:49 pm
- Forum: The View from Houston
- Topic: KGEI Lowers guidance
- Replies: 6
- Views: 93181
Re: KGEI Lowers guidance
Cliff, you are correct. Fraser is very stubborn.
- Thu Nov 30, 2023 12:26 pm
- Forum: The View from Houston
- Topic: Ng glut!!
- Replies: 20
- Views: 3454168
Re: Ng glut!!
As I posted before, I sold all my NG stocks quite awhile ago and am waiting for a time to buy them back. My only problem was with your statement that there was an NG glut. If it were a real glut the price for NG would be well below $2. NG inventories are in the normal range.
- Thu Nov 23, 2023 10:37 pm
- Forum: Other topics of interest
- Topic: Eric Nuttall today
- Replies: 6
- Views: 45266
Re: Eric Nuttall today
And Team Obama is a strong supporter of everything Muslim and not the United States. He is in fact a traitor.
- Sat Nov 18, 2023 11:17 pm
- Forum: The View from Houston
- Topic: More opec cuts planned
- Replies: 2
- Views: 29730
Re: More opec cuts planned
What is the relevance of what happened 4 or 5 years ago?
- Fri Nov 17, 2023 3:59 pm
- Forum: The View from Houston
- Topic: NG under 3
- Replies: 5
- Views: 39408
Re: NG under 3
Fraser, no company wants to be the one to cut production while everyone else takes advantage of the reduction. Plus any "collusion" to reduce production would get them in serious trouble with the Biden administration.