COG News and Press, Cabot Oil & Gas Corporation From 12/24/20

There has been extremely wide dispersion in the energy stock sector in 2020. This development has been terrific for active investors. Natural gas equities focused in the core of Appalachia have significantly outperformed. Positive relative strength is often a precursor to futu...

Vermilion Energy is one of the few independent E&Ps that is very well diversified around the world. The company's production is roughly evenly split between oil and gas, which has proven to be an advantage this year. The company has been highly focused on generating free cash ...

Investors tend to think of natural gas E&Ps and Henry Hub as one and the same: higher Henry Hub means higher stock prices. In reality, most producers sell more than 50% of their volumes in local markets that are not indexed to Henry Hub in any way. Local market hub pricing in ...

Antero Resources shares are up 82.8% in 2020, leading the way for the top independent exploration and production companies. Oil prices and oil equities have bounced back strongly over the past month, though almost all oil-focused equities are still down materially year-to-date in 2020...

2021 natural gas futures have fallen by around $0.40 since late October. Cabot is still likely to generate a significant amount of positive cash flow in 2021, though. It has some protection against lower prices from its hedges and fixed price sales. Stock offers better value n...

Cabot Oil & Gas ([[COG]] +4.6%) should outperform peers despite weakness in gas prices, Siebert Williams Shank analyst Gabriele Sorbara says in upgrading shares to Buy from Hold with a $21.50 price target.Cabot "will outperform even if the natural gas price weakness persists, given that C...

Antero Resources (AR) +6.6% pre-market after J.P. Morgan upgrades shares by two notches to Overweight from Underweight with a $6 price target, "largely driven by our constructive macro call on NGLs, specifically C3+ liquids pricing."Antero Resources is uniquely positioned to take advantage of...

LNG exports jumped above 11 BCF/day on Friday per pipeline data, up 4 BCF/day from last year & establishing new all-time highs. LNG exports have recovered due to improved profitability pricing spreads between the US and Europe/Asia. The rise in LNG exports has offset the tempo...

The last month has been an intelligent time to acquire oil & gas assets, as prices have begun to rebound from the sector's 2020 bust. XLE is a diversified way to own oil & gas blue-chips, and collect dividends running at 3x the S&P 500 yield presently. A projected stre...

The team was joined this week by special guest Tim Murray, capital markets strategist at T. Rowe Price. Stock markets followed a banner month with more gains as coronavirus vaccine news outweighed concerns over rising cases, lack of new stimulus, and a disappointing nonfarm labor report. The ...