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Today's Webinar at 1pm CT - June 24

Posted: Fri Jun 24, 2022 9:35 am
by dan_s
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.

Re: Today's Webinar at 1pm CT - June 24

Posted: Fri Jun 24, 2022 10:25 am
by mrbill
Last minute dental chair at 1:00pm today. Looking forward to the SBOW comments.

Re: Today's Webinar at 1pm CT - June 24

Posted: Fri Jun 24, 2022 10:53 am
by dan_s
Have fun at the dentist.

We have 41 people registered for the webinar. I've seen the slides that Michael Churchill will be speaking from. It should stimulate an interesting Q&A session.

If you'd like to attend the live event, either register on the EPG website home page or send an email to Sabrina at energyprospectus@gmail.com

Re: Today's Webinar at 1pm CT - June 24

Posted: Fri Jun 24, 2022 6:45 pm
by mrbill
Dentist, here comes a crown, was nothing compared to waiting for your SBOW comments. You mean that much to our little group.
My new EPG subscriber converts talk to me daily. They have made money from your advice and are letting you condense the fundamentals they formerly never considered.
SBOW seems a little mysterious to them, waiting on ESTE to rise more, and loving the ride with Jerry Jones and CRK.