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Johnson Rice — Tellvest
Firms
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Johnson Rice
Johnson Rice
Energy (27)
2
Analysts
6
Companies
27
Questions
Trends
up to 8 quarters
Questions per Quarter
6
Q4'24: 6
Q4'24
4
Q1'25: 4
Q1'25
2
Q2'25: 2
Q2'25
5
Q3'25: 5
Q3'25
7
Q4'25: 7
Q4'25
3
Q1'26: 3
Q1'26
Questions
Challenging
Active Analysts
2
Q4'24: 2
Q4'24
1
Q1'25: 1
Q1'25
1
Q2'25: 1
Q2'25
1
Q3'25: 1
Q3'25
1
Q4'25: 1
Q4'25
1
Q1'26: 1
Q1'26
Companies Covered
4
Q4'24: 4
Q4'24
3
Q1'25: 3
Q1'25
2
Q2'25: 2
Q2'25
3
Q3'25: 3
Q3'25
5
Q4'25: 5
Q4'25
2
Q1'26: 2
Q1'26
Analysts
2
Analyst
Coverage
Questions
Challenge
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Charles Meade
APA
COP
DVN
EOG
EXE
+1
26
—
Focus Areas
14 topics
Capex Investment
9
Geographic Expansion
7
Innovation & R&D
6
Capital Allocation
4
Macroeconomic
4
Competitive Dynamics
3
Supply Chain
2
Revenue Growth
2
Guidance Reliability
2
Pricing
2
Demand
Company Coverage
6 companies
EXE
Expand Energy
9q
FANG
Diamondback Energy
5q
COP
ConocoPhillips
4q
APA
APA Corporation
4q
EOG
EOG Resources
3q
DVN
Devon Energy
2q
John Davenport
DVN
1
—
Charles Meade
6 companies
26
Questions
John Davenport
1 company
1
Questions
1
Cost Pressure
1
M&A
1
Regulation Policy
1