Energy Prospectus

We have been hard at work today. This is why you pay me the Big Bucks!

We have added logos for all five of the recent additions to our Sweet 16 Growth Portfolio. EPG Premium Members can now log on, go to the Sweet 16 Tab and click on the individual company logos to see our recent profiles on each company and our current Net Income and Cash Flow Forecasts.

I just finished the profile for Range Resources (RRC), so you need to check it out.

I need to update the forecasts for CLR, CRZO and TGA. I will do that tonight so check those tomorrow morning. Each company is now on track for the best year in their history. These are all rock solid growth companies, which is why they are in the Sweet 16.

Let us know what you think of the new format for our newsletter, "The View From Houston". I think Jeff did an great job!
Our newsletter is FREE. Just go to our Home Page to sign up if you're not on the distribution list. The newsletter is focused on the macro business environment for the energy sector. It also keeps both members and guests informed of coming events. I do not discuss individual stocks in the newsletter, you need to become a Premium Member ($350/year) to get the "Good Stuff".

We have two luncheons scheduled in Houston during January. Members and Guests are asked to register under the Calendar Tab. Our luncheons are FREE for EPG members.

My updated forecasts, including my current Fair Value estimates, are now available for CLR, CRZO and TGA. Log on and click on the individual company logos under the Sweet 16 Tab.

I have raised my TGA Fair Value estimate now that they have closed on the West Bakr acquisition. This deal insure a sharp increase in 2012 production. Increased visability is worth something. When considering TGA it is very important to realize that they sell 100% of their oil under contracts tied to Brent. They have none of their oil hedged and they are currently generating a lot of free cash flow.

CLR is now very close to my Fair Value estimate but they certainly deserve to trade at a much higher multiple than their peers.

I will be giving a Sweet 16 Detailed Update at our luncheon on January 19. Have you registered?