Introducing the CVI - Punch Card Portfolio Newsletter

I write a weekly investment newsletter. This newsletter involves the development of a focused portfolio of undervalued securities. The subscription price is $10 per month (cancel any time). Every investment idea I recommend will be one I purchase for my own portfolio. If you have questions prior to subscribing shoot me an e-mail (Swizzledxxx@gmail.com)

Please note I'm running a low-tech operation and that the newsletter is sent by me via e-mail. There will be a delay between when you pay and when you receive your first e-mail (usually a couple of hours).

Subscribe to CVI - Punch Card Portfolio Newsletter

Wednesday, February 16, 2011

Energy Report Feb 15, 2011

http://www.theenergyreport.com/pub/na/8629

GeoResources Inc. (NASDAQ:GEOI).

Triangle Petroleum Corporation (TSX.V:TPO; NYSE.A:TPLM).

RAM Energy Resources (NASDAQ:RAME).

Energy Partners, Ltd. (NYSE:EPL).

Rosetta Resources Inc. (NASDAQ:ROSE)
Posted by Devon Shire at 5:08 AM
Labels: , , , ,

5 comments:

  1. Swizz,

    Can you recommend your top 5-6 energy plays as of right now and their current price vs. your perceived value? Can be with or without divs..........i'm looking to get into a few more outside of atpg and chk. Thanks.

    ReplyDelete

  2. I'd be interested as well. Currently long ATPG and Petrobank/Petrominerals.

    ReplyDelete

  3. Top 5 or 6 !!! How about my top 1. At this point Petrobank is the only one I'm banging the table on.

    I own PMG as well but would have a hard time buying more now even though it will surely be higher after their 2011 drilling program.

    ATP, well you know the story. Drilling permit approved and it goes up. It is back to $19 again though, so we are all rich again right ??

    ReplyDelete

  4. Well yes, ATPG has improved my portfolio dramatically..............my question is if and when permits get granted, how high you think it can go? In regards to PBG, what do you feel like its worth? $30 a share? Too low? You havent written about it like you did ATPG back in the day........don't seem as zealous?

    ReplyDelete

  5. I have no idea how much higher ATP goes on just receiving a permit. Over time the rates that those wells produce at will determine the share price. If they execute as they suggest it really could go to $50 some day. But you can't ever forget that they have a huge amount of debt vs current production, and that production comes mainly from about 4 wells in the middle of the GOM.

    Last time around I was determined to ride it to $50. This time I'm much more aware that I've already done very well on it and that there are likely better risk/reward scenarios for my money.

    I've got 99 posts on my blog so far on PBG, so I'm pretty interested. I think it is the best idea I've had in a long time.

    ReplyDelete

Subscribe to: Post Comments (Atom)