Search found 107 matches

by CreativeEquity
Wed Sep 08, 2021 1:16 pm
Forum: Other topics of interest
Topic: Washington's attack on the Middle Class
Replies: 7
Views: 1281

Re: Washington's attack on the Middle Class

Do the companies your track primarily have land with federal or private leases ?
by CreativeEquity
Wed Sep 08, 2021 10:01 am
Forum: Picks and tips from the EP community
Topic: Northern Oil & Gas (NOG) Update - May 9
Replies: 5
Views: 1355

Re: Northern Oil & Gas (NOG) Update - May 9

Thanks Dan I increased my position today.
by CreativeEquity
Wed Sep 08, 2021 9:14 am
Forum: Picks and tips from the EP community
Topic: Northern Oil & Gas (NOG) Update - May 9
Replies: 5
Views: 1355

Re: Northern Oil & Gas (NOG) Update - May 9

Since it is the largest non operator EP company would this exclude it as an acquisition target ? And will it be harder for NOG to find good deals as the oil and gas industry comes back to life ?
by CreativeEquity
Tue Sep 07, 2021 11:43 am
Forum: Picks and tips from the EP community
Topic: Sweet 16 Vetting
Replies: 5
Views: 1356

Re: Sweet 16 Vetting

The spreadsheets are very convenient, thank you. After reading your old reports all weekend I took advantage of the soft pricing and opened positions in pvac hmenf rei sbow este cpe & nog. I am using this portfolio to hedge energy costs for my gold producers. In the past I bought options on crud...
by CreativeEquity
Tue Sep 07, 2021 7:42 am
Forum: Picks and tips from the EP community
Topic: Sweet 16 Vetting
Replies: 5
Views: 1356

Re: Sweet 16 Vetting

Thanks Dan this is very helpful. Also I wanted to see if you publish sell recommendations or is up to the investor to decide when to exit a position ? thanks again.
by CreativeEquity
Mon Sep 06, 2021 11:15 am
Forum: Picks and tips from the EP community
Topic: Sweet 16 Vetting
Replies: 5
Views: 1356

Sweet 16 Vetting

Hi Dan, I am new here and also new to the energy sector. As part of the vetting process do you examine executive compensation, effectiveness, alignment with shareholder interests, conflicts of interest, track record etc. ? I know some of these are subjective and do not lend well to spread sheet anal...
by CreativeEquity
Mon Sep 06, 2021 11:00 am
Forum: Picks and tips from the EP community
Topic: Devon Options
Replies: 3
Views: 1126

Re: Devon Options

With the call options you will miss out on the dividend. Also if you are a US retail investor your cap gains tax will likely be higher although this may not be the case in the future with new tax law changes. That is not to say the options are a bad strategy though as you do get extra torque if the ...