CLR and EOG
Posted: Sat Mar 15, 2014 4:56 pm
Updated forecast models for Continental Resources (CLR) and EOG Resources (EOG) have been posted under the Sweet 16 Tab.
These two are a bit more complicated than the others, so I spent several hours on each of them (on Saturday) going over them carefully. We will publish updated profiles on Monday.
These two "Core Holdings" are great American Success Stories. EOG is now funding its growth entirely from cash flows and they should continue to increase their dividends.
To get the forecasts, just log on to the website and click on the Sweet 16 Tab. Then click on the company logos. You can download the forecast models to Excel and play around with the oil & gas prices at the bottom. Each of our forecast models are macro driven, so when you change production rates or commodity prices they adjust the income statement above.
These two are a bit more complicated than the others, so I spent several hours on each of them (on Saturday) going over them carefully. We will publish updated profiles on Monday.
These two "Core Holdings" are great American Success Stories. EOG is now funding its growth entirely from cash flows and they should continue to increase their dividends.
To get the forecasts, just log on to the website and click on the Sweet 16 Tab. Then click on the company logos. You can download the forecast models to Excel and play around with the oil & gas prices at the bottom. Each of our forecast models are macro driven, so when you change production rates or commodity prices they adjust the income statement above.