Sweet 16 Update - Nov 28
Posted: Fri Nov 27, 2020 7:13 pm
Despite some profit taking on Friday, the Sweet 16 is no up 89.87% since Good Friday, April 10 (my SWAG as when the bottom of this cycle happened).
Leading the pack are:
> Matador Resources (MTDR) up 242%
> Antero Resources (AR) up 233%. For high dividend yield I think Antero Midstream (AM) is now a Strong Buy.
> Ovintiv Inc. (OVV) up 217%
> Cimarex Energy (XEC) up 109%
> Range Resources (RRC) up 107%
> Callon Petroleum (CPE) up 104%
Comstock Resources (CRK) is trading at the deepest discount to my valuation of $18.00.
We are sending out updated profile on AR and RRC on Saturday. All of the "gassers" should move higher in Q1.
We will be publishing the November newsletter on Monday.
Leading the pack are:
> Matador Resources (MTDR) up 242%
> Antero Resources (AR) up 233%. For high dividend yield I think Antero Midstream (AM) is now a Strong Buy.
> Ovintiv Inc. (OVV) up 217%
> Cimarex Energy (XEC) up 109%
> Range Resources (RRC) up 107%
> Callon Petroleum (CPE) up 104%
Comstock Resources (CRK) is trading at the deepest discount to my valuation of $18.00.
We are sending out updated profile on AR and RRC on Saturday. All of the "gassers" should move higher in Q1.
We will be publishing the November newsletter on Monday.