30
Jul

Wednesday Morning – More 2Q14 Earnings

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Market Sentiment Watch: Focus is split between Payrolls later this week and Ukraine and probably to a lessor extent Gaza. In today's post please find comments on the NFX quarter (stronger than it will likely get credit for this morning), SM (big beat and a Bakken acreage add) and some other odd and ends. 

Ecodata Watch:

  • ADP came in at 218,000 vs a prior reading of 281,000),
  • We get GDP at 8:30 am EST (F = 3.2%, last read was -2.9%),
  • We get the FOMC Statement at 2 pm EST. 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Oil Inventory Preview
  4. Stuff We Care About Today – NFX, earnings briefs (VLO, SM)
  5. Odds & Ends

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29
Jul

Tuesday Morning – RRC, REXX, RSPP

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Market Sentiment Watch: Economically busy week starts to come into focus today after yesterday's noise(less) session. "Not feeling rushed" is likely to be the mantra for the 2Q14 reporting season. In today's post please find comments on the RRC quarter (soild aside from those differentials), another positive REXX operations update, a few comments on the RSPP offering, and some other odds and ends. 

Ecodata Watch:

  • We get Case-Shiller home prices at 9 am EST (no estimate, last read +10.8% YoY),
  • We get Consumer Confidence at 10 am EST (F = 85.0, last read was 85.2), 
  • We get the Vacancy Rate for 2Q14 at 10 am EST (no forecast, last read was 8.3%) 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Stuff We Care About Today – RRC, REXX, RSPP
  4. Odds & Ends

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28
Jul

Monday Morning

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Market Sentiment Watch: Really big week on the ecodata front with GDP, the Fed statement, reads on the consumer and homes, and nonfarm payrolls. In energyland, 2Q14 earnings season so far can be characterized as fairly uneventful. Look for a big pick up in E&P earnings reports (see Calendar in the Stuff section) as we have 6 owned names reporting as well as reports from a number of names of interest. In today's post please find The Week That Was, the 2Q14 week 3 calendar, the Subscriber Mailbag, and some other odds and ends.

Ecodata Watch:

  • We get Pending Home Sales at 10 am EST (no forecast, last read +6.1%)

The Week Ahead:

  • Tuesday 7/29: Case-Shiller home prices, consumer confidence, vacancy rate, 
  • Wednesday 7/30: ADP employment, GDP, FOMC Statement 
  • Thursday 7/31: Jobless claims, employment cost index, Chicago PMI, monthly natural gas supply and demand update, 
  • Friday 8/1:  Nonfarm payrolls, unemployment rate, personal income, Markit PMI, consumer sentiment, ISM, construction spending, and auto sales.  

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h
  3. The Week That Was
  4. Stuff We Care About Today – Subscriber Mailbag, Energy Earnings Calendar 2Q14 Week 3, SSN
  5. Odds & Ends

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26
Jul

Wrap – Week Ended 07/25/14

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So far the quarter can be characterized as "in line with few surprises". E&P 2Q14 earnings accelerate next week; please see last Friday's quick snap shot on names we care about that are reporting.  The calendar with conference call times and estimates will be included in the Monday post.

 

All questions under the wrap will be addressed in the Subscriber Mailbag section of the Monday post. 

 

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Have a great rest of your weekend. 

 

wrap 072514


25
Jul

T.G.I.F.

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Market Sentiment Watch: Looking for a pretty slow summer day. Events in Gaza and Ukraine may weigh on broad market sentiment.  Energy names continue to run strong relative to the broad markets and while Service has checked in for the quarter with all the big stalwarts and many of the niche players we care about having already reported, E&P is just getting started.  We've done a number of pre 2Q pieces for names we really care about there, especially the overweight ones in the ZLT top 10 and will continue to do more into next week. In today's post please find the natural gas inventory slide show (still a record sized injection for this week of the year but it was a smaller than expected build giving natural gas a short term reprieve … more heat is needed), some comments on the E&P names reporting next week, and some other odds and ends. 

Ecodata Watch: 

  • We get Durable Goods for June at 8:30 am EST (F = 0.2%, last read is -0.9%) 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Natural Gas Inventory Review
  4. Stuff We Care About Today –  BAS, next week's energy earnings calendar
  5. Odds & Ends

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