TOP PICK
Is a $20B company in the Permian. Growing by 15% this year and generating 4% free cash flow at $50 oil. In theory, should be able to see more than 100% upside. Yield = 0.0% (Analysts’ price target is $18.71)
TOP PICK
The street is not appreciating how much cash flow this company is generating. The balance sheet at $55 oil or higher is absolutely not an issue. Yield = 0.0% (Analysts’ price target is $7.78)
PAST TOP PICK
(A Top Pick Mar 15/18, Up 35%) It is a mid cap US player. Primarily Permian and US Balkan player. This company is growing by 22%. See very solid upside in this name.
PAST TOP PICK
(A Top Pick Mar 15/18, Down 38%) A US pressure pumper. His thought was this was the higher beta way to play through the service stocks. He sold it in May when it was obvious they were not performing the way he thought. This name had slightly higher financial leverage to its peers and was punished.