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Companies reporting Q2 results today - July 27
Posted: Wed Jul 27, 2022 2:02 pm
by dan_s
After the markets close:
Antero Resources (AR)
Antero Midstream (AM) which is in our High Yield Income Portfolio
EQT Corp (EQT)
Crescent Point Energy (CPG) a recent addition to our Small-Cap Growth Portfolio
Re: Companies reporting Q2 results today - July 27
Posted: Wed Jul 27, 2022 2:47 pm
by Fraser921
Ar: I could be wrong but I'm expecting a pop in AR after they release results.
I think they will have better resulkts than RRC as they arae less hedged in 2022 and no hedges in 2023 and my favorite metric FVF / EV is > 20 %
I was lucky to add to my position at 39.
The name is up today even though Natural gas is down -30.3c to $8.69/MMBtu.
Re: Companies reporting Q2 results today - July 27
Posted: Wed Jul 27, 2022 3:46 pm
by Fraser921
Ar looks solid
Re: Companies reporting Q2 results today - July 27
Posted: Wed Jul 27, 2022 5:21 pm
by dan_s
It is not "luck". It is because you have EPG's accurate forecast/valuation models that give you an edge on the other investors that are just guessing. Beating the market takes hard work.