Carrizo Oil & Gas (CRZO): An updated Net Income & Cash Flow Forecast has been posted under the Sweet 16 tab.
I have increased my Fair Value Estimate by $2.15 to $69.65/share. CRZO probably deserves a higher multiple than what I'm using, but I want to see their Q2 actuals before I increase it. Right now I would rate it a "HOLD" and I mean HOLD if you own it. This one definitely has more upside for us if they hit their crude oil production forecast.