This idea was discussed in more depth with members of my private investing community, Oil & Gas Value Research. Learn More ”
Every now and then I get to think about my favorite stocks. But this is a very fast-moving area where favorites can quickly change with fast-moving industry conditions. Given that caveat, before we get started, here are my current
Long Player believes oil and gas is a boom-bust, cyclical industry. It takes patience, and it certainly helps to have experience. He has been focusing on this industry for years. He is a retired CPA, and holds an MBA and MA. He leads the investing group Oil & Gas Value Research. He looks for under-followed oil companies and out-of-favor midstream companies that offer compelling opportunities. The group includes an active chat room in which Oil & Gas investors discuss recent information and share ideas. Learn more.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of XOM CRK EPD PEYUF CRGY CVX AR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Disclaimer: I am not an investment advisor, and this article is not meant to be a recommendation of the purchase or sale of stock. Investors are advised to review all company documents and press releases to see if the company fits their own investment qualifications.
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The Western Haynesville discovery could remake Comstock’s profitability, but requires further cost reductions and acreage evaluation before fully validating its upside.
Crescent Energy aims for a roll-up of upstream assets, focusing on value acquisitions in Eagle Ford and Permian, with a multi-year horizon and pursuit of investment-grade debt.
EPD’s high debt rating, consistent distribution growth, and steady take-or-pay contracts provide downside protection.
