27
Apr

Thursday Morning

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Market Sentiment Watch: In today's post please find the oil inventory review (mixed bag), the natural gas preview, comments on the OII quarter (ship not sinking),  comments on the WLL quarter (more interesting), The Quarter So Far, revised Energy Earnings calendars for weeks 2 and 3, and some other odds and ends. 

Ecodata Watch:

  • We get Jobless Claims at 8:30 am EST (F = 243,000, last read was 244,000), 
  • We get durable goods at 8:30 am EST (F = 1.1%, last read was 1.8%), 
  • We get pending home sales at 10 am EST (no forecast, last read was 5.5%). 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h
  3. Oil Inventory Review 
  4. Stuff We Care About Today - WLL, OII, The Quarter So Far, Updated near term Energy Earnings Calendar
  5. Odds & Ends

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26
Apr

Wednesday Morning

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Market Sentiment Watch:  In today's post please find the oil inventory preview (API overnight was mixed leaning to the bearish side as weekly numbers go), the natural gas inventory preview (bigger number expected relative to last week but beyond the short term we see solid, lower slope injection this late spring/early summer), the Catalyst List Update part 4 (COG and SWN, just in time for earnings on Friday from each ), and some other odds and ends. 

Ecodata Watch:

  • No economic release scheduled. 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h - with oil and natural gas inventory previews
  3. Wednesday Multiples
  4. Stuff We Care About Today - Catalyst List Update Part 4
  5. Odds & Ends

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25
Apr

Tuesday Morning – RRC

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Market Sentiment Watch: In Energyland the focus is a bit more split towards earnings with a focus on capital and operating costs than it has been of late though the weekly inventory reports are swinging the group with undue weight at the moment. Inventories are progressing largely as expected. In today's post please find the oil inventory early read (we note the Street now expects to see gasoline builds after being surprised by one last week), comments on the RRC quarter (nice beat, nice realizations, reiterates guidance but 2Q volumes may cause early if unwarranted weakness), comments on SLCA (nice beat, listening to learn), comments on VLO, and some other odds and ends. 

Ecodata Watch:

  • We get Case-Shiller at 9 am EST (no forecast, last read was 5.9%),
  • We get consumer confidence at 10 am EST (F = 123.1, last read was 125.6),
  • We get new home sales at 10 am EST (F = 588,000, last read was 592,000).

In Today’s Post:

  1. Holdings Watch - please see note below. 
  2. Commodity Watch
  3. Tuesday Multiples -bumped to Wednesday's post. 
  4. Stuff We Care About Today –  RRC, SLCA, VLO
  5. Odds & Ends

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24
Apr

Monday Morning – HAL

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Market Sentiment Watch: Nervous market and group conditions persist. In today's post please find The Week That Was, the Energy Earnings Calendar Week 2 (relative calm before the storm of earnings next week) and week 3 (preliminary but definitely a heave week as it now stands), comments on the HAL quarter (solid, penny beat), and some other odds and ends. 

Ecodata Watch:

  • We get Chicago Fed at 8:30 am EST (no forecast, last read was 0.34).

The Week Ahead: 

  • Tuesday - Case-Shiller, consumer confidence, new home sales, 
  • Wednesday - No economic data release scheduled,
  • Thursday - Jobless claims, durable goods, pending home sales, 
  • Friday - 1Q17 GDP, employment cost index, Chicago PMI, consumer sentiment for April. 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. The Week That Was
  4. Stuff We Care About Today – Energy Earnings Calendar Week 2 & 3, HAL, Subscriber Mailbag, REXX
  5. Odds & Ends

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22
Apr

Wrap – Week Ended 04/21/17

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The ZLT was down 3.8% last week with (oil off 6% on the 12 month strip while the gas strip faded 3%) and is down 13.8% on the year.

The XOP was off 3.4% last week and is down 15.2% on the year. 

The Blotter is updated after we added our first shares since March 1 in the personal accounts. 

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