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Cabot Oil & Gas (COG) is highly vulnerable to depressed natural gas markets, and it has...

Cabot Oil & Gas (COG) is highly vulnerable to depressed natural gas markets, and it has been late in making the switch from natural gas to liquids while rivals such as SandRidge and Kodiak have been accumulating liquid reserves, ValueMax writes; COG would be in the driver's seat if markets rebound, but otherwise it may not be able to make up for its strategic error.
Comments (3)
  • Stoploss
    , contributor
    Comments (1727) | Send Message
     
    And like CHK, loaded with debt, well below the hedge.

     

    Coupon payments don't stop coming.

     

    If your bored, for funzies, add up all the debt in the FUMX component index, realize most are hedged at 4, if at all.

     

    Now that's a whole lotta debt.
    27 Jun 2012, 01:03 PM Reply Like
  • Eisotrader
    , contributor
    Comments (36) | Send Message
     
    Meanwhile, the stock is up about 10 points in June (30 to 40 is a 33% gain), while ValueMax is doing his calculations and commenting about its vulnerabilities. Trdaers listen to what the market is telling them, not the musings of sideline analysts.
    27 Jun 2012, 02:06 PM Reply Like
  • Stoploss
    , contributor
    Comments (1727) | Send Message
     
    Two trading days left in the Q. Every things up.
    27 Jun 2012, 02:13 PM Reply Like
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