01
Mar

Wrap – Week Ended 2/27/15

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Questions and comments under the wrap will be addressed in the Monday Post. 

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27
Feb

T.G.I.F.

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Market Sentiment Watch: Friday wraps an extremely busy week for 4Q14 E&P reporting.  In today's post please find the natural gas inventory slide show (below expectations despite bitter widespread cold in the places that are gas intensive) and comments on several key to the ZLT names. 

Ecodata Watch: 

  • We get the 4Q14 GDP revision at 8:30 am EST (F = 2.0%, last read was 2.6%), 
  • We get Chicago PMI at 9:45 am EST (no forecast, last read was 59.4),
  • We get Consumer Sentiment (F = 94, last read was 93.6),
  • We get Pending Home sales at 10 am EST (no forecast, last read was -3.7%)

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Natural Gas Inventory Review
  4. Stuff We Care About Today - -Earnings Watch (SWN, PE, BCEI, NOG, GDP)
  5. Odds & Ends

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26
Feb

Thursday Morning – Earnings Avalanche

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Market Sentiment Watch:  NFX wins best call of the season to date with 4Q call yesterday.  Who would have thought you could take the same disciplined approach for several years straight and yet go from goat to hero in the eyes of so many who didn't get it back then, especially now, with prices so far off peak. Get ready for another conference call filled day.   In today's post please find the natural gas inventory preview, the oil inventory review (another big build but it's seasonal and exacerbated by weather issues), a swarm of earnings reports and some other odds and ends.

 

Ecodata Watch: 

  • We get jobless claims at 8:30 am EST (F = 290,000, last read was 283,000),
  • We get CPI at 8:30 am EST (F = -0.7% headline; 0.1% core),
  • We get Durable Goods at 8:30 a EST (F = 0.5%, last -3.3%),
  • We get FHFA at 9 am EST (no forecast last read was +5.3% YoY).

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch - with natural gas storage preview
  3. Oil Inventory Review
  4. Stuff We Care About Today - Earnings Watch (WPX, LPI, HK, PVA, AR, OAS, WLL, CWEIAREX), NFX secondary, 
  5. Odds & Ends

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25
Feb

Wednesday Morning – NFX, RRC, CLR

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Market Sentiment Watch: Busy day with a busier day tomorrow as we enter the heart of 4Q14 reporting season (so please pardon the brevity in some areas of the post over the next few days).  In energyland, the groups continue to tread water as inventories build toward peak season levels.  In today's post please find comments on the fourth quarter reports of a number of names of interest. 

Ecodata Watch:

  • We get New Home Sales at 10 am EST (F = 465,000, last read was 481,000),
  • Yellen testifies before the House beginning at 10 am EST. 

 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h - with oil and natural gas inventory previews
  3. Stuff We Care About Today - NFX, RRC, CLR
  4. Odds & Ends

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24
Feb

Tuesday Morning – ROSE, CRZO, MRD

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Market Sentiment Watch: Yellen in focus. In energyland, another avalanche of earnings reports kicks off today and accelerates through the end of the week (comments may be more bullet like than usual as we attempt to cover 19 reports this week and multiple simultaneous releases and calls. In today's post please find comments on 4Q14 results and plans for ROSE (sea change in guidance and growth outlook as they say why bother growing at these prices) and CRZO quarter (pre announced beat on volumes but miss due to soft prices, reiterates recent plan and outlook) along with comments on the MRD reserves, guidance and operations update press release, and some other odds and ends. 

Ecodata Watch:

  • We get the Case-Shiller home price index (no forecast, last read was 4.7%),
  • We get consumer confidence at 10 am EST (F = 99.0, last read was 102.9),
  • Yellen testifies before the Senate beginning at 10 am EST.  

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Stuff We Care About Today – ROSE, CRZO, MRD
  4. Odds & Ends

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