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Opinions Bryn Talkington
Diamondback EnergyFANGBUYOct 04, 2023
Bryn TalkingtonOwned
$145.51
Stock price when the opinion was issued
$183.40
As of Jun 18, 2026. Market Open.
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BUY
Just bought it. The energy in pullback was overdone. FANG offers secular growth, making good, strategic acquisitions and want to distribute 75% of their cash flow to investors through dividends and buybacks, plus a variable dividend. She bought around $139. China is not yet reflected in energy stocks, and today Russia announced energy output cuts.
Bryn TalkingtonOwned
0
BUY
Among the 10 top performers on the S&P of 2021 #9, up 123%. It's made many acquisition and returned capital to shareholders. It has a $35 breakeven price with tremendous production growth of 41%. It's cutting back on drilling and exploration which pleases Wall St.. It's likely to repeat this gain in 2022.
BUY
He's bullish oil. He's long Schlumberger. Rig counts are more than double a year ago, and the higher oil prices go, the more drilling there'll be. Russian ADR stocks are breaking out and back to their all-time highs like Lukoy; these trades will continue to work. Among American oil stocks, Diamondback is best in breed. Make sure their balance sheets are fortified and they won't grow at all costs. The whole sector has a lot of room to move higher.
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Stockchase Research Editor: Michael O'Reilly Trading at only 58% of book value this Permian oil producer is good value. Analysts are betting their realized oil price will be able to recover in the quarters ahead from the last reported $21.99 per barrel. The dividend is attractive as well. We would trade this with a $35 stop-loss, looking to see a recovery back to $58 -- a potential 48% gain. Yield 3.81% (Analysts’ price target is $58.59)
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Is a $20B company in the Permian. Growing by 15% this year and generating 4% free cash flow at $50 oil. In theory, should be able to see more than 100% upside. Yield = 0.0% (Analysts’ price target is $18.71)
Eric NuttallOwned
0
Has a 11% free cash flow yield. WTI is about to hit its 50-day moving average at $83. Sell the March $160 calls; 5 months out you get 5% income and 15% total return if it gets called away.