Archive for July, 2007


27
Jul

Friday – No, No, No! Don’t Let The Weekend Come!!!

Last week I had several days where I said, “let’s do that again, let’s do exactly that.” This time I really mean it! We had a great day in a few key names while the broader maker got sacked.  I raised a bit of cash yesterday but remain positioned for further moves as you can […]


26
Jul

Thursday – NFX Beats, XOM Misses, Gas Storage To Set Record

Subscription Watch: People wishing to subscribe at the discount rate should reserve their spot to the right of this post or here. Plans are detailed in the left margin or here. If you have any trouble you can email me at zmanalpha@gmail.com. Stuff We Care About Watch: Newfield (NFX): Beat Consensus; Raised Guidance; Great Quarter! […]


25
Jul

Z-Note: Newfield Exploration 2Q07 – Nice Quarter, Hitting On All Cylinders, Guidance Increasing

(NFX) – $47.85 as of 7/25/07. I’ll have more in comments after the conference call tomorrow but here’s the quick skinny. I’d say we will test the recent highs around $51 given a decent commodity environment. All in all I can’t complain about anything in the quarter. Production was good (above the mid), bottom line […]


25
Jul

Wednesday – Yesterday Day Was Huge! Today Oil Report Expectations Are All Over The Map

Refiners got whacked right on cue! Ok, that was fun. More days like that please! (WNR) off 9.9% with the rest of the small to large independents all off 5 to 7+% on the day save (VLO), the one stock in the group that I think isn’t over priced “only” falling 2.7%. Late Monday afternoon […]


24
Jul

ZEB Discount Subscription Offer

I’ve had a flood email saying people did not get this so here’s a post. Zmansenergybrain (ZEB) is going private September 1, 2007. Here’s the deal: Discount Rates (available for reservation through August 10, 2007): $69 / month $169 / quarter $599 / annual Regular Rates (for persons subscribing after August 10, 2007): $99 / […]

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