View

[mkarpoff]

Another great View. Thx.
I am curious. Why isn't RTLR in the high yield portfolio?

[dan_s]

It probably should be. Remember there is "just one of me" so I can't cover them all. Keeping up with the Sweet 16 and the Small Caps is a full time job and there doesn't seem to be as much interest in the High Yield Portfolio companies, which BTW is up more than 40% YTD.

I have added RTRL to my To Do List for August, but updating the Sweet 16 valuations and profiles is always my top priority.

[dan_s]

I did notice an error in the View this morning. Ovintiv (OVV) will also be announcing Q2 results next week.
RRC on 7/26, OVV on 7/27 and AR on 7/28

I will be on vacation next week in Mexico, but I will have good internet access.
I will check out their releases and update my forecast/valuations on Saturday 7/31.

[SergioSays]

Fantastic Final Thoughts section in the newsletter! Thanks for leading the charge!

[Fraser921]

What newsletter?

Did I miss something

[dan_s]

If you are an EPG member, contact Sabrina at energyprospectus@gmail.com and make sure we have your correct email address.

You can also download the newsletter from our website.

[sl6886]

I don’t see anything on the website

[Fraser921]

I didnt see it either on web site earlier but now I do. I usually get an email at some point

I'm looking forward to earning report nest week.

I'm trying to understand how 30 E&P stocks I follow can all be down when Ng is setting new records and crude holding up well. Program trading, ETF's ?? I dont know

Enjoy your vacation