Energy Prospectus

During the week ending November 4 the Sweet 16 gained 9.27% and is now up 61.93% year-to-date, not including dividends paid.
During the same week, the S&P 500 Index lost 2.74% and is now down 20.89%. < FEAR of the Fed and non-stop recession talk.

14 of the Sweet 16 have released Q3 results and they are all very good. NOG and OVV should release Q3 results on Nov. 8.

The "Family Trip to Dallas" put me behind, but I will get all of the 14 forecast models updated this weekend.

So far, I have updated the forecast/valuation models and my current valuations for AR, CPE, CRK, EST, EQT, MTDR, RRC and SBOW. You can view and download them directly from the EPG website. You just need log on, click on the Sweet 16 tab and then find the logo for the company that interests you.

Today my goal is to update ROCC, LPI and MGY. I will post my comments and updated valuation here first and shortly after that the forecast model should be posted to the EPG website.

I hope to update EOG, PDCE and SM on Sunday.

At some point this weekend I will record the podcast.

Update late on Nov 6

I have updated my forecast/valuation models for ROCC, LPI, MGY and EOG. They can be found on the EPG website under the Sweet 16 tab.

My updated profile on Ranger Oil (ROCC) has been posted to the EPG website. Read it carefully. ROCC should be a double for us my mid-2023.

I will update PDCE and SM valuation models on Monday.

NOG and OVV will release Q3 results on Nov 8 after the markets close. I will update my valuations for both of them on Nov 9.

I will be updating several of companies in our Small-Cap Growth Portfolio and High Yield Income Portfolio this coming week as well. Everything that I've seen from them so far looks good.

PS: I now looks like some very cold winter weather will be moving into the eastern half of the U.S. by next weekend. Watch Joe Bastardi's Saturday Summary at this website: https://www.weatherbell.com/premium/
Weather Underground is also forecasting "real winter weather" coming to Chicago next Saturday.