Sweet 16 Update
Posted: Fri Feb 24, 2012 10:07 pm
The Sweet 16 Growth Portfolio is now up 19.8% YTD.
CLR and TGA lead the pack, both up over 40%. CLR had a fantastic Q4 report
DNR had a great 4th quarter. This one is almost a pure play on oil, selling 45% of production into the Gulf Coast market at near Brent oil prices. My updated forecast model is available under the Sweet 16 Tab.
I hope to get my forecasts models for CLR, GPOR, OAS and WLL all updated and posted to the website (under the Sweet 16 Tab) on February 25. Fair Value estimates for each will be updated.
WLL off to a great start. Bakken, Eagle Ford and the Permian Basin are going to get a lot of headlines this year.
CLR and TGA lead the pack, both up over 40%. CLR had a fantastic Q4 report
DNR had a great 4th quarter. This one is almost a pure play on oil, selling 45% of production into the Gulf Coast market at near Brent oil prices. My updated forecast model is available under the Sweet 16 Tab.
I hope to get my forecasts models for CLR, GPOR, OAS and WLL all updated and posted to the website (under the Sweet 16 Tab) on February 25. Fair Value estimates for each will be updated.
WLL off to a great start. Bakken, Eagle Ford and the Permian Basin are going to get a lot of headlines this year.