Today's Webinar at 1pm CT - June 24
Posted: Fri Jun 24, 2022 9:35 am
Today's webinar will focus on the global macro-economic trends that are impacting oil prices. We are also going to take a hard look at SilverBow Resources, a recent addition to our Sweet 16 Growth Portfolio. You must register on the EPG website if you wish to attend the live webinar. I will take questions about any of our model portfolio companies.
Michael Churchill, an EPG member and the Founder of Churchill Research Inc.
Churchill Research Inc. is an independent equity research firm generating investment ideas (domestic and international) for institutional money managers. The intellectual foundation for the equity analysis is the classical/supply-side economic model. Equity calls are generated via a three-step process that begins with top-down macro analysis, moves on to sector analysis and culminates in bottom-up analysis of individual equities.;
Ideas are conveyed to clients in a variety of ways:
* Morning Bullets, published roughly three times per week, include initiations of coverage, updates on equities under coverage and macroeconomic discussions;
* The Monthly U.S. Portfolio & Themes piece updates current macro themes and displays the current make-up of the Churchill Research portfolio, as well as EPS estimates and target prices for names under coverage;
* The Monthly Emerging Markets Portfolio & Themes piece serves the same function for emerging markets;
* PowerPoint chart packages are published periodically outlining all top themes.
Michael Churchill, an EPG member and the Founder of Churchill Research Inc.
Churchill Research Inc. is an independent equity research firm generating investment ideas (domestic and international) for institutional money managers. The intellectual foundation for the equity analysis is the classical/supply-side economic model. Equity calls are generated via a three-step process that begins with top-down macro analysis, moves on to sector analysis and culminates in bottom-up analysis of individual equities.;
Ideas are conveyed to clients in a variety of ways:
* Morning Bullets, published roughly three times per week, include initiations of coverage, updates on equities under coverage and macroeconomic discussions;
* The Monthly U.S. Portfolio & Themes piece updates current macro themes and displays the current make-up of the Churchill Research portfolio, as well as EPS estimates and target prices for names under coverage;
* The Monthly Emerging Markets Portfolio & Themes piece serves the same function for emerging markets;
* PowerPoint chart packages are published periodically outlining all top themes.