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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (77428)	4/15/2025 7:52:48 AM
From: Mattyice	Read Replies (2) \| Respond to of 78473

Also going to follow you in here (and start making this basket a bigger part of my holdings), Devon is very solid well run company with decent ROIC amongst a wasteland of companies lighting cash on fire. Natgas is a low key/cheap way to play the power growth story from AI alongside the insane LNG growth expectations, while I'm skeptical of the load growth forecast - you are starting to see load growth show up in the numbers across the US (mainly in texas and the southeast) and gas is a solution here and now. While a massive recession could kill the demand story you are getting a decent margin of safety imo.

To: E_K_S who wrote (77428)	10/9/2025 7:08:25 PM
From: E_K_S	Respond to of 78473

Scotiabank Adjusts Price Target on Devon Energy to $47 From $40, Maintains Sector Outperform Rating 08:06 AM EDT, 10/09/2025 (MT Newswires) -- Devon Energy (DVN) has an average rating of overweight and mean price target of $46.25, according to analysts polled by FactSet. -------------------------------------------------------------- Devon Energy Corp (DVN) DCF Valuation +53% Undervalued w/ $73.26/share fair value Have 10 Buys from April - July 2025 for a full portfolio position w/ an avg cost of $30.7/share My reversion to the mean price target is at/near $46/share so still 38% undervalued Devon Energy Corp (DVN) 34.35 -0.62 (-1.77%) 8.12x PE and pays a 2.69% div