The purpose of this blog is to track investments and provide commentary on equity investments in the exploration and production sector of the oil and gas industry. The blog will mainly be for my own benefit, although I hope to have several friends doing similar blogs for other sectors. The eventual idea would be to be able to lean on others for stock picks in various sectors that they specialize in. Perhaps we could also have a central blog designed to track performance over time.
Before publishing a list of stock picks, I initially intend to do a series of several posts that are more general in nature. Are the US E&P companies allocating capital efficiently? What is the best way to value these companies? Which regions are likely to provide the best returns? These are not answers that I have at the ready, and I will basically be working through them as I post.
NYtimes.com
-FM
Before publishing a list of stock picks, I initially intend to do a series of several posts that are more general in nature. Are the US E&P companies allocating capital efficiently? What is the best way to value these companies? Which regions are likely to provide the best returns? These are not answers that I have at the ready, and I will basically be working through them as I post.
NYtimes.com
-FM
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