Replies to post #91 on EOG Resources Inc. (EOG)

[Timothy Smith]

Nice. Very active in water management. Maybe we should compare notes or opportunities sometime.

[Timothy Smith]

EOG Resources doesn't have to shy away from scrutiny when it comes to its returns on equity.

In 2014, a very difficult year for the energy industry by any means, EOG Resources reported a return on equity of 16% and a return on capital employed of 14%. That's pretty remarkable and attests to the quality of EOG's asset portfolio.

Further, EOG Resources returns on equity/capital compare favorably to industry returns.

[Timothy Smith]

$EOG 621,000 net acres in the Eagle Ford play, 561,000 net acres of which are located in the oil window, EOG Resources is sitting on at least 5,500 possible future drilling locations in the area that will help propel US oil output to new highs.

[Timothy Smith]

Though both FY 2015 revenues and operating profitability will endure a significant hit during this fiscal year, it is expected for double-digit growth to pick up in the succeeding years thereafter. EBIT margins are just as expected to clamber back up to normal levels (historical 5Y average for EBIT is 29%) and should Mr. Thomas's optimism be well-founded, we can reasonably anticipate this number to make headway beyond 30% in the long-term.