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View
Posted: Fri Jul 23, 2021 7:51 am
by mkarpoff
Another great View. Thx.
I am curious. Why isn't RTLR in the high yield portfolio?
Re: View
Posted: Fri Jul 23, 2021 9:00 am
by 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.
Re: View
Posted: Fri Jul 23, 2021 11:17 am
by 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.
Re: View
Posted: Fri Jul 23, 2021 1:59 pm
by SergioSays
Fantastic Final Thoughts section in the newsletter! Thanks for leading the charge!
Re: View
Posted: Fri Jul 23, 2021 3:12 pm
by Fraser921
What newsletter?
Did I miss something
Re: View
Posted: Fri Jul 23, 2021 3:16 pm
by 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.
Re: View
Posted: Fri Jul 23, 2021 7:13 pm
by sl6886
I don’t see anything on the website
Re: View
Posted: Fri Jul 23, 2021 11:16 pm
by 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