I seem to get a disproportionate amount of questions about the smaller companies.
I know some of you are seeking "Home Run" ideas, but you should all know by now that the Sweet 16 is EPG's "Flag Ship" model portfolio. It is where you should have a high percentage of your money invested. Just because of their size, small-caps have a lot more risk. This is a very capital intensive business and during oil price cycles it is the small-caps that get cut off from the capital first and they are the last to get access to capital in the rebound phase of the cycle.
EVERY company in the Sweet 16 is up YTD. They are all companies with STRONG PRODUCTION and many years of running room. The Sweet 16 is why you pay Big Bucks for your EPG membership. My hard work to find companies like this is what you pay for.
Don't let the high share prices frighten you away from the best investments in the sector.
The MACRO TREND is pointing clearly (at least to me) that natural gas and NGL prices are going a lot higher between now and year-end. Use the tools I provide on the EPG website to situate your portfolio for this. Wall Street traders seem to have a focus of less than a few days. They will wake up to a much tighter gas market when the first cold wave hits NYC. El Nino has died and the first winter of La Nina is usually colder than normal.