Archive for April, 2008


24
Apr

Thursday Night Gas Storage Review + LNG Capacity Comments

  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 […]


24
Apr

Thursday – Gas Preview & Oil Review + More 1Q Earnings

  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 […]


23
Apr

Newfield Crushes 1Q08 Expectations; Guides Higher

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 […]


23
Apr

Wednesday – Oil Inventory Preview +

  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 […]


22
Apr

Tuesday – Earth Day Sees Record Oil Prices

  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: […]

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