TPLM and CRZO

[setliff]

tplm is outpacing crzo on no news. anybody have any new news on triangle other than that posted last week?

[dan_s]

TPLM recently reported a very strong first quarter. Plus, strong oil prices has the second quarter looking good. I am expecting TPLM to ramp up production in the 2nd half of this year.

Great news from CRZO today. GST also looking good and it will look even better if I´m right about gas prices.

[dan_s]

EPM is another member of our Small-Cap Growth Portfolio that is looking very good to me. At these oil prices, Delhi Field will definitely pay out by end of Q3. $15 is a reasonable year-end target price for EPM.

[dan_s]

For those of you seeking high yield, GST-PA is now rock solid. It should trade up to par ($25) soon. Current yield is about 9% and the monthly dividends are tax free return of capital this year.