Boiler...swift may be a very good company but when reading their more recent presentation I see the following:
-high leverage, lots of debt
-significance difference in PEG which is much better value than the PE in that it reflects growth. EOG 's growth is pushing 40% of which this reflects "crude" growth. Crude product for swift (not obvious
Or easy to differentiate crude from boe production) is in the 10k bl/d and it is forecasted to be flat to down growth to 1stq.
-EF acreage mostly out of the oily areas
+low number of shares...make it easier to move the needle on EPS with revenue growth
+seem to have enough of legacy well production to support capx
You may want to compare Swift to BCEI and I believe you would shift you funds to it.
It is more like swift but with less debt and faster growth (60%).
I'm offering these comments as an opinion. I may be wrong so do ur own dd.
Both probably are great companies but I figure it's just a matter of time before the best in breed EOG takes off. The assets these guys have are off the charts, which is why I can't seem to understand why it just hasn't rocketed. But soon enough it will. Hopefully, your stock will take off too and we'll both be winners.