Archive for May 6th, 2008


06
May

Tuesday – Still More Earnings

Fantastic Monday. What I should have called yesterday's post in light of the move the energy sector and especially our holdings in (CLR, up 16% yesterday) enjoyed. See last night's wrap on CLR here. Today its back to more earnings from the E&P sector with a big beat at perennial favorite (though not currently held) […]


06
May

CLR 1Q08 With Wrap Notes and Mini Model

In A Nutshell. Very Strong Outlook. The stock closed up 16% Monday at $50.97. We hold the common since $14 and June calls which are doing nicely. This note incorporates my pre-call piece from Monday morning before the open as well as some additional notes and a back of the envelope model to gauge the […]

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