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High Yield Income Portfolio - Aug 15

Posted: Mon Aug 15, 2022 11:52 am
by dan_s
This week I am going to update all of the forecast models for the companies in our High Yield Income Portfolio because I want to highlight a few of them in next Saturday's podcast.

As I get them updated, I am posting the forecast models to the EPG website. They show up first on the home page and then under the High Yield tab.

BSM, DVN and VNOM have already been updated. Starting on RTLR now.

We do cover RTLR and VNOM in the updated profile for Diamondback Energy (FANG). Their relationship with FANG is extremely valuable and important for investors to understand.

AM's relationship with Antero Resources (AR) is also important.

Re: High Yield Income Portfolio - Aug 15

Posted: Mon Aug 15, 2022 2:39 pm
by dan_s
I just received a fresh report from RBC Capital that covers all four of the minerals (royalties) companies in our High Yield Income Portfolio.

RBC Capital has an outstanding team covering the energy sector.

Here are RBC's updated price target and the current share price at the time of this post

Stk > RBC PT / curr price

BSM > $19.00 / $14.86
MNRL > $47.00/ $28.87
STR > $43.00 / $27.99
VNOM > $49.00 / $29.92

RBC also likes KRP > $26.00 / $17.70 < KRP is heavily weighted to natural gas.

If you'd like to read the full report, send me an email dmsteffens@comcast.net