Sweet 16 Update
Posted: Sun Dec 11, 2011 7:13 pm
I have updated all of the Sweet 16 Fair Value estimates and posted pdf file under the Sweet 16 Tab.
I have also update all of the forecast models and posted a summary Excel spreadsheet under the Sweet 16 Tab.
A special report "Sweet 16 Detailed Update" will be sent to all EPG Premium Members on Monday, December 12.
There will be at least four and maybe six changes to the Sweet 16 on January 1st. From now until the end of the year I will be going over all of the companies on our Watch List to determine which companies have double digit production growth locked in for 2012. The Sweet 16 will stay heavily weighted to oil and I want to focus on companies with rock solid fundamentals and production + reserve growth locked in.
I also want more exposure to the Eagle Ford, Niobrara, Utica Shale and the Mississippi Lime (northern Oklahoma). I will keep a lot of Bakken / Three Forks in the portfolio.
I have also update all of the forecast models and posted a summary Excel spreadsheet under the Sweet 16 Tab.
A special report "Sweet 16 Detailed Update" will be sent to all EPG Premium Members on Monday, December 12.
There will be at least four and maybe six changes to the Sweet 16 on January 1st. From now until the end of the year I will be going over all of the companies on our Watch List to determine which companies have double digit production growth locked in for 2012. The Sweet 16 will stay heavily weighted to oil and I want to focus on companies with rock solid fundamentals and production + reserve growth locked in.
I also want more exposure to the Eagle Ford, Niobrara, Utica Shale and the Mississippi Lime (northern Oklahoma). I will keep a lot of Bakken / Three Forks in the portfolio.