NASDAQ:CHRD
Chord Energy Corp (CHRD)
Financials 
Technical Analysis 
Jul 5, 2026, 12:00 amThis summary was created by AI, based on 3 opinions in the last 12 months.
Chord Energy Corp, a pure-play Bakken producer, is experiencing significant challenges as it navigates a shifting market landscape. With the energy sector representing only 3% of the S&P 500, investor interest remains low, favoring technology and alternative assets like Bitcoin. Despite possessing around 10 years of quality drilling inventory and conducting stock buybacks, the company's share price has seen a drastic decline. Experts suggest the potential for upside at higher oil prices, yet skepticism looms regarding any immediate catalysts to drive the stock price up. While some believe there is still value in holding, others are wary and suggest looking at other Canadian energy options for better prospects.
Made money and sold for a name with better quality and inventory depth. He does still own some in an income fund. CHRD is doing everything it should. See his Top Picks for a name with better upside relative to risk.
Eric NuttallHis only US name. Trades at a parity valuation with Canadian names. Very economic with 10 years of Bakken inventory. Rewarding shareholders with 75% of free cashflow. Lots of upside with increased price of oil.
Eric NuttallUS Bakken name with 10+ years of inventory.
Committed to return 75% of free cash flow to investors.
Will most likely see higher returns to shareholders in the form of dividends and share buybacks.
Expecting a double in share price.
Excellent fundamentals going forward.
Only US holding.
Eric NuttallConsolidator of Bakken assets in USA & Canada.
Trading at 1.8x cash flow @ $100 oil.
Currently trading at 19% free cash yield @ $80 oil.
Has committed to returning 75% of free cash flow yield.
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Has since sold shares due to strength in share price.
Sees better upside in Enerplus.
Likes company - expecting ~50% upside.
Quality company over all.
Good for long term shale investors in USA.