RE:National BankHi Retiredcf,
First of all thank you for all your helpful posts. These are one of my 'must reads' every day.
Second, did the analyst explain the reasons for the drop? I suppose for some of the heavily oil weighted names like SU... especially since their nat gas costs are risiing... MIGHT lead to a small reduction with oil prices moderating, but $7 US gas and Tourmaline drops??? With every 10 cent rise in the price of gas, free cash flow rises $60M... so two bucks = $1.2 billion MORE in FCF...
Other folks? Any thoughts on this?