24
Apr
Commodity Watch: EIA reported a somewhat smaller than anticipated storage injection of 24 Bcf (the Street was looking for 30 and I had a range of 25 to 35 Bcf). Natural gas rallied briefly, failed to penetrate $11 and then took a cue from strength in the dollar which was battering oil and closed [...]
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24
Apr
In Today's Post: Holdings Watch Commodity Watch – gas storage preview and oil inventory review Stocks We Care About Today – NFX Beats, DO Bricks Odds & Ends Holdings Watch: (DO) – Added the June $150 calls (DOFW) for $3.70. Commodities Watch: Natural Gas traded up $0.17 to close at $10.78 in some kind [...]
Posted in Uncategorized | 170 Comments »
23
Apr
In A Nutshell: Bottom line beat due to top line volume based out-performance. Production guidance going up while costs remain in check. Stellar ops update to boot including record production from the Woodford Shale and Monument Butte (not big surprises) and not one but two deepwater discoveries in Gomex and a shallow water discovery off [...]
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23
Apr
In Today's Post: Holdings Watch: added more (CHK) and (NBR) calls, entered (DVN) calls, exited some (HAL) calls Commodity Watch Stocks We Care About Today Watch Odds & Ends Holdings Watch: CALLS: (CHK) – Added CHK July $60 calls (CHKGL) for $1.90. (DVN) – Entered June $125 calls (DVNFE) for 5.60. (NBR) – Added [...]
Posted in Uncategorized | 116 Comments »
22
Apr
In Today's Post: Holdings Watch – Sold the last of the (SLB), added (CLR) and added to (HAL) and (HK) call positions. Commodities Watch Stocks We Care About Today – (NBR), (BHI), (SII) Crack Spread Update Odds & Ends Holdings Watch: The Wiki Holdings and Performance pages are updated for current positions. CALLS: [...]
Posted in Uncategorized | 147 Comments »