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IB Net Payout Yields Model

Comstock Resources: More Than Meets the Eye

 Back in April I argued that   Comstock Resources ( NYSE: CRK     ) was a hidden play on LNG exports from the Gulf Coast due to sizable reserves in the Haynesville shale with close proximity to the coast. The company, though, appears to have much more than natural gas resources based on the recent results of its first well in the East Eagle Ford shale.  Comstock Resources continues shifting toward oily production with added positions in the Eagle Ford and Tuscaloosa Marine Shale, or TMS. While total production isn't increasing that much due to a 30% year-over-year drop in natural gas produced during the first quarter, the higher realized prices along with more oil production dramatically improved results.  Read the full article here .  Disclosure: No positions mentioned. Please read the disclaimer page for more details.

Growth Projects Galore for This Mining Giant

 Despite the ongoing supply limiting issues in Indonesia, Freeport-McMoRan Copper & Gold ( NYSE: FCX     ) offers a plethora of growth for the long term.  Freeport-McMoRan remains known as the proxy for copper and a large global miner, but the company offers several growth projects, including the ability to substantially grow oil and gas production.  Read the full article here  Disclosure: No positions mentioned. Please read the disclaimer page for more details.

Why Sanchez Energy Is Headed Even Higher

Following the release of a major deal to purchase producing acreage in the Eagle Ford, Sanchez Energy Corp. ( NYSE: SN     ) surged to record highs. The stock had seen solid gains in the last year following mediocre returns after an IPO at the end of 2011. While the stock has surged nearly $10 following the deal in late May, to reach $38, there are several reasons the stock could head much higher. Prior to the deal to buy Eagle Ford assets from Royal Dutch Shell Plc ( NYSE: RDS-B     ) , Sanchez Energy was producing significant growth from its own Eagle Ford assets. Besides the strong Eagle Ford position, the company has a solid position in the up-and-coming Tuscaloosa Marine Shale, which gives it a strong foothold for building production. Read the full article here . Disclosure: No positions mentioned. Please review the disclaimer page for more details. 

Why Sanchez Energy Is Headed Even Higher

                 Following the release of a major deal to purchase producing acreage in the Eagle Ford, Sanchez Energy Corp. ( NYSE: SN     ) surged to record highs. The stock had seen solid gains in the last year following mediocre returns after an IPO at the end of 2011. While the stock has surged nearly $10 following the deal in late May, to reach $38, there are several reasons the stock could head much higher. Prior to the deal to buy Eagle Ford assets from Royal Dutch Shell Plc ( NYSE: RDS-B     ) , Sanchez Energy was producing significant growth from its own Eagle Ford assets. Besides the strong Eagle Ford position, the company has a solid position in the up-and-coming Tuscaloosa Marine Shale, which gives it a strong foothold for building production.  Read the full article here .  Disclosure: No positions mentioned. Please read the disclaimer page for more details.