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Sweet 16 Update - June 29

Posted: Sat Jun 29, 2013 9:43 am
by dan_s
An updated Sweet 16 Growth Portfolio spreadsheet has been posted under the Sweet 16 Tab:
> Tab 1 is a summary of the EPS and CFPS forecasts,
> Tab 2 shows my Fair Value Estimate compared to First Call's Price Target for each company as of 6-29-2013

Re: Sweet 16 Update - June 29

Posted: Sat Jun 29, 2013 5:35 pm
by dan_s
XEC looks very attractive to me a the current price. Listen to the video at this link.

http://www.fool.com/investing/general/2 ... basin.aspx

Several companies that I looked at this week in the Permian, including AREX, CXO, and FANG indicated that realized oil prices in the Midland Basin are going up as the result of the new MMP Longhorn pipeline that is taking West Texas oil to Houston, so they get LLS prices.

Take a look at XEC. We will publish a new profile on FANG next week. GPOR holds 21% equity stake in FANG.