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David White

 
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PRO Articles
PRO articles cover stocks that fly under most investors' radar screens.
  • Matador Resources Is A Strong Stock And It May Triple Or More.
       • Sat, Aug. 30 MTDR 4 Comments

    Summary

    • MTDR has 152,132 net prospective acres with about 62,000 in the Permian and 29,149 net acres in the prolific oil window of the Eagle Ford.
    • Its approximately 62,000 net acres in the Permian Basin are virtually undeveloped as yet. They provide huge upside to oil production with wells up to 91% oil.
    • The early results from the Permian look very promising. MTDR has a 2-rig exploration and delineation program for the Permian for FY2014.
    • Since the Permian leases are mostly government leases, one well can hold a huge acreage by production. This factor will allow MTDR to drill more where it wants to.
    • Continue reading for more details.
  • Newcastle Investment Corp.'s Planned Senior Housing Spin-Off Should Mean Gains For Shareholders.
       • Fri, Aug. 22 NCT 13 Comments

    Summary

    • NCT had a recent 3 for 1 reverse stock split.
    • NCT put in a good Q2 2014. It pays a roughly 8.75% annual dividend, which looks stable.
    • NCT is planning to spin-off its senior housing business as SNR in the very near future. Past spin-offs have been lucrative for investors in NCT.
    • Read more to get an idea of how lucrative the spin-off may be for investors.
  • 12%+ Dividend Payer AG Mortgage Investment Trust Is An Attractive Mortgage REIT
       • Tue, Aug. 19 MITT 3 Comments

    Summary

    • MITT pays a 12.7% annual dividend. Its Core Earnings in Q2 2014 covered this.
    • MITT had a $0.73 per common share book value gain in Q2 2014 for a total economic return of about 6.8% for Q2 2014 alone (about 27% annualized).
    • MITT is shifting its strategy to account for the likely interest rate rises in the future quarters. This shows good management. Read more for more details.
  • Cabot Oil & Gas Is A Buy On Natural Gas And Oil Development Results And Price Growth
       • Wed, Jul. 9 COG 10 Comments

    Summary

    • COG grew production by 34% year over year in Q1 2014. Taking into account asset sales, this figure was actually 39%.
    • COG cut total unit costs from $3.29/Mcfe in Q1 2013 to $2.66/Mcfe in Q1 2014. This should add nicely to COG's margins going forward.
    • COG also is showing great roughly 90% oil results from its Eagle Ford acreage. This should add to its EPS growth nicely, since oil prices are high.
    • Many other factors mentioned in this article add further to COG's attractiveness for the longer term.
  • Multiple Catalysts Should Propel Ultra Petroleum Upward For Years
       • Wed, Jun. 25 UPL 9 Comments

    Summary

    • UPL is the lowest cost natural gas producer in the US. This will mean great margins and profitability going forward.
    • Much of UPL’s prolific Marcellus acreage has recently also been found to be prospective for the Utica and the Geneseo. These new prospects are mostly not accounted for in reserves.
    • UPL bought about 8,200 net acres of oil producing lands with net risked reserves of about 90 MMBO in late 2013. This provides significant diversification into oil.
    • How much can UPL grow? How much can its cut its expenses?
  • Magnum Hunter: Bakken/Marcellus/Utica Junior Is Betting On Natural Gas And NGLs
       • Thu, Apr. 10 MHR 8 Comments

    Summary

    • MHR has had so-so results in the Bakken/Three Forks (mostly oil).
    • MHR has had generally good results in the Marcellus (mostly natural gas and NGLs).
    • MHR is currently seeing some potentially great results in the Utica (mostly natural gas and NGLs).
    • MHR is putting most of its capital budget for 2014 into the Utica and the Marcellus.
    • Natural gas prices and NGLs prices have risen in the last year. Many indicators point to further gains. This could help MHR considerably.
  • Arlington Asset Investment Management Impressively Emerged Unscathed From Q2 2013
       • Sep. 9, 2013 AI 12 Comments
  • Armour Residential REIT's Q2 Earnings Seem To Confirm The Near-Term Worst Is Over
       • Aug. 6, 2013 ARR 39 Comments
  • Everything Seems To Be Going Right For Bakken Company Oasis Petroleum
       • Jul. 17, 2013 OAS 5 Comments
  • The June From Hell For 20% Dividend Payer Western Asset Mortgage Capital Corp.
       • Jun. 24, 2013 WMC 28 Comments
  • Low Cost Leader Ultra Petroleum Will Be A Leader In The Natural Gas Producer Rebound
       • Jun. 19, 2013 UPL 13 Comments