Permian Resources Corpora... (PR)

The US stock market is highly concentrated, with technology and tech-related stocks now comprising about 55% of total market cap. This concentration justifies higher valuation multiples for SPY, as te...

Permian increased its 2025 production guidance by around 4%. Around 40-50% of the increase was due to its recent acquisition, and the rest was due to continued strong well performance. PR is projected...

Energy stocks offer compelling value due to low sector valuations, supply constraints, and long-term demand growth, making the sector highly attractive for investors. OPEC+ spare capacity is dwindling...

PR drives value with record drilling speed, robust cash flow and strategic deals, while risks include acquisition competition, limited growth, midstream reliance and oil price swings.

The article highlights the divide between affluent and paycheck-to-paycheck American consumers, emphasizing that affluent spending drives economic resilience. AI-related stocks are powering market gai...

Energy remains one of the most misunderstood and undervalued opportunities, with supply tightening and demand growth setting up a powerful backdrop. The risk/reward is improving daily as OPEC spare ca...

I focus on big, long-term trends and dedicate energy to sectors with tremendous value, even if they're temporarily out of favor. Earlier this year, defense contractors were extremely undervalued, but ...

Permian Resources is undervalued, offering a 35% upside to a $19 fair value, supported by strong dividends and opportunistic buybacks. The company boasts a robust asset base, disciplined capital alloc...

Energy is the most unloved and undervalued S&P 500 sector, offering significant contrarian opportunity for income and capital gains. Smart money is quietly accumulating energy stocks despite recent un...

Inflation is in a tug of war: Disinflationary housing offsets inflationary tariffs, but tariffs will increasingly push consumer prices higher over the next year. The economy and stock market are both ...