Archive for February, 2009


28
Feb

Wrap – Week Ended 02/27/09

    Holdings Watch: We entered a few new positions this week as earnings season drew to a close. Most of those are still open and available on the holdings Wiki link. We did a 2 day trade in and out of (LINE) as they reported their year end, selling our calls for a 80% […]


27
Feb

Friday – Natural Gas Slide Shows Plus More Earnings

This post is tall but full of good charts. Drink coffee now then proceed. Its going to be an ugly open as the U.S. looks to have taken one step closer to nationalization of the nation’s banks overnight (or at least that’s the fear this morning) so best to go through the picture shows below […]


26
Feb

SWN 4Q08 Pre Call Note

  SWN Reported "In Line" 4Q08 Results;  Provides Further Positive Results In The Fayetteville Shale The 4Q Numbers: Production: 57.6 Bcfe (626 MMcfepd) 44.1 Bcfe (479 MMcfepd) from the Fayetteville Shale Revenues reported of $500 mm vs $540 mm expected Fayetteville shale price realizations averaged $1.80 per Mcf below NYMEX prior to the completion of […]


26
Feb

GMXR 4Q08 Pre Call Note

  GMXR Reported In Line Result; Promising Haynesville/Bossier Completions Talk about a story that has gotten simpler. Think 25 Haynesville wells in 2009 consuming 98% of the budget and leading to a back end loaded year with 2009 growing 86% over 2008 levels. The 4Q Numbers: Production: 35.7 MMcfepd (a bit higher than recently reduced […]


26
Feb

Thursday – Natural Gas Inventory Preview and Oil Inventory Review Plus Lots Of Earnings

  In Today’s Post: Holdings Watch Commodity Watch Natural Gas Preview EIA Oil Inventory Review Earnings Watch – LINE, CLR, GDP Stuff We Care About Today Odds & Ends   Holdings Watch: The wiki tab is updated. FSLR -$10KP –  Added (3) FSLR $135 March Calls (QHBCG) for $3.20 with the stock at $116.   […]

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