As usual, questions and comments under the wrap will be addressed in the Monday post.
Please note the Housekeeping Watch in the Friday post for the 3Q15 quarterly contest for a chance to win something cool. To end add you pick under the Friday post (1 pick per subscriber and they are first come first serve so please check the list and make sure you drop the word "Contest" in with your pick and if short please say so). Good luck.
The longer term portfolios continue to tread water with the energy indexes (up 1 to 4% this week vs a flat group). We've seen the recent 2 month pull back as an opportunity to add to quality and leverage distressed names and started the process of adding names last week in both the medium and long term portfolios. Please see last Monday's post for comments on our short term thinking here.
And see the Blotter here for our subsequent trades as well as the last several years of trades.
We had a great time in Vancouver (Go USA!) with Keith Schaefer as a guide and will be doing an interview with him in the coming week. Keith's a smart egg and is all over ethanol and energy items that drift into and beyond our focus and is well worth paying attention to.
We put out a couple quick SA articles for public consumption on WPX and PVA during the week here after having put them out days before on the site.
We spoke with distressed name HK on Friday and will have formal comments in the coming week (glad I delayed that piece as things are less neutral and more positive than most see) before they hit the northeast corridors on a marketing trip with a new presentation.
Have questions about Z4 Research? Send them here email@example.com.
Have a great rest of your weekend and best, Z
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