Andrew Mach - Stock Journal
Subscribe
Sign in
Home
Notes
Archive
About
Veren-Whitecap: Why I sold all other oil companies to BUY this? I'm taking the company through COVID again.
I recently made a big move — I sold all my oil stocks to buy a large position in Whitecap Resources $WCP.TO, $SPGYF.
Apr 26
•
Andrew Mach - Stock Journal
7
5
Whitecap-Veren: Stress-Testing the 9.5% Dividend Yield
Whitecap-Veren: How Safe Is That Juicy Dividend at $60 Oil?
Apr 5
•
Andrew Mach - Stock Journal
3
7
Onamba (5816.T) - Japanese Net-Net, PB<0.5, PE~6, 7.3% dividend yield
Onamba is one of the stocks in my “Japanese Deep-Value Basket.” My thesis is simple - Onamba represents a stable, overcapitalized, shareholder-friendly…
Apr 3
•
Andrew Mach - Stock Journal
1
March 2025
Surge Energy: Controversial Canadian Oil Producer, 16% FCF Yield with $65WTI
Not an investment advice, DYDD.
Mar 22
•
Andrew Mach - Stock Journal
Peyto 2030: On Track for a 20% Yield
Peyto Exploration & Development ($PEY.TO) has built itself into one of the safest, lowest-cost natural gas producers in Canada. The company’s…
Mar 18
•
Andrew Mach - Stock Journal
6
Whitecap-Veren Merging. Let's make 2030 Projection of this 9%+ yielding stock
The oil market is full of surprises, but every once in a while, a deal comes along that just makes too much sense to ignore. That’s exactly how I feel…
Mar 12
•
Andrew Mach - Stock Journal
1
Welcome to Andrew Mach - Stock Journal
As I already mentioned in my Tweet, I started a closed-end private fund on 21/12/2024 for a small group of friends.
Mar 9
•
Andrew Mach - Stock Journal
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
