Archive for July, 2009


31
Jul

G.D.P. Friday

  Both earnings plays I had on for today (SWN and FSLR) reported nothing less than stellar results. Guidance however for both was less desirable. In the case of SWN, it was a pipeline issue that is temporary and not harmful to reserves, NAV, etc. Given the large beat for the quarter, the yet again […]


30
Jul

SWN Reports 2Q09 Beat; Fayetteville Drilling Just Gets Better, Guides 2H09 Volumes Lower On Pipeline Constraint

  Nutshell: Much better than expected 2Q results, minor disappointment due to the pipeline constrained guidance reduction but this is one of those "out of their control things" that institutional shareholders will often give managements (and stocks) a "get out of jail free pass for", maybe today, maybe it’ll take a little longer. The key […]


30
Jul

Thursday Mega Post

Please excuse the long post today, lots of stuff going at the macro and micro levels so it couldn’t be helped. WLL and OII beat estimates and they, like almost everyone else today,  will have their conference calls at 11 am EST, see the calendar tab for all of them. I will be on the […]


29
Jul

WLL Beats Street, Guides Production Up, Costs Down

  This is what I wrote for the Wednesday post before WLL reported: Other WLL Comments: The name is cheap at 6.1x 2009 and 3.8x 2010 CFPS. WLL has drilled some of the biggest IP rate wells in the Bakken to date with some over the 3,000 BOEpd and one well at 3,889 BOEpd (Rigel […]


29
Jul

Wednesday – Oil Inventory and Earnings Previews

  In Today’s Post: Holdings Watch Commodity Watch Oil Inventory Preview Stuff We Care About Today – more on this week’s trades for earnings – WLL Odds & Ends Holdings Watch: $10KP: $25,800 49% Cash The Wiki Holdings Tab is updated. Yesterday’s Trades: SWN – Added (5) SWN August $40 Calls (TKQHH) for $2.60 with […]

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