Archive for July 23rd, 2008


23
Jul

NFX 2Q08 – Another Production Based Beat – Pre Call Note

In A Nutshell: Newfield beat top and bottom line Street expectations due to better than expected production volumes and operating cost discipline. Key plays continue to ramp impressive while finding costs and operating costs per unit are declining. If I had to point to anything on my wish list that I didn't get it was […]


23
Jul

Wednesday – Oil Preview

  Getting Ready To Pull In The Horns Watch. While I don't think the July sell off has been justified by any hard data it doesn't matter. Sentiment towards the group has turned bearish and good news is being ignored. I won't pound my head or my money against a wall yelling, "but it's cheap, […]

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