Companies reporting Q2 results today - July 27

[dan_s]

After the markets close:

Antero Resources (AR)
Antero Midstream (AM) which is in our High Yield Income Portfolio
EQT Corp (EQT)
Crescent Point Energy (CPG) a recent addition to our Small-Cap Growth Portfolio

[Fraser921]

Ar: I could be wrong but I'm expecting a pop in AR after they release results.
I think they will have better resulkts than RRC as they arae less hedged in 2022 and no hedges in 2023 and my favorite metric FVF / EV is > 20 %

I was lucky to add to my position at 39.

The name is up today even though Natural gas is down -30.3c to $8.69/MMBtu.

[Fraser921]

Ar looks solid

[dan_s]

It is not "luck". It is because you have EPG's accurate forecast/valuation models that give you an edge on the other investors that are just guessing. Beating the market takes hard work.