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Strategies & Market Trends : Value Investing

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From: Mattyice	3/20/2020 5:25:03 PM
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Surprised i'm not seeing more energy related buying here from this group of esteemed deep value enthusiast. I think i spent an hour catching up on post. Is it because these POS energy names have been legendarily (if not all time) stewards of capital ie lighting cash on fire and pumping molecules out of the ground despite being below what they paid to get it out? Anyhow I'm seeing some generational cheap stocks with pretty decent margin of safeties ie cut operating income in half and still maintain interest expense and debt exposure, some even print FCF in what has been a lousy environment over the past couple of years. Yes you look at oil trading $20 (nat gas at $1.65) which is where it sits for April-June and i could see some hesitancy but the fact is these companies - the good few are exposed to the back of the curve where the market is washing out the current uneconomic participants. The picture will look different 1/2 years from now than it currently does. Currently adding to EOG, PSX, COG, and COP - potentially looking at others. SWN looks like a deep value free option to me with sufficient cashflow and hedges out a few years and no debt payment until 2025. Mattyice

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