Archive for January, 2012


25
Jan

Wednesday – Oil Inventory Preview Plus REXX Thoughts

Market Sentiment Watch: Calls of worry over Greece rising again with Portugal not far behind but today we should see a quiet session in front of the Fed announcement which should point to continued modest improvement and no change in action. In today’s post please find a sort of expanded Why I Own, What I […]


24
Jan

Tuesday Morning – More Earnings

Market Sentiment Watch: Little in the way of economic news today, State of the Union tonight may seem more energy company friendly, and we get the Fed statement and Ben testimony so the market probably has another day of wait and see action in store for today… meanwhile worry over Greece and now Portugal is […]


23
Jan

Monday Morning – HAL Earnings Plus A Few Other Items

Market Sentiment Watch: Market should be more earnings driven this week. APA announced it bought out a big private player in the mid-continent over the weekend, signalling super independents’ liking for U.S. onshore liquids rich plays is still strong … as expected, M&A activity in the U.S. liquids plays remains high (see more in the […]


21
Jan

Wrap – Week Ended 01/20/12

Comments on the table will be in the Monday post. Next week look for an updated BCEI model, a new VOC model, the gas players beat down report, and earnings reports from HAL, BTU, CRR and more. Have a great weekend. .


20
Jan

T.G.I.F.

Market Sentiment Watch: In today’s post please find a review of both the natural gas and oil inventory reports along with a look at SLB’s 4Q11 report which kicks off the Oil Service reporting season today. ┬áNext week week look for an increasing number our names in the Service and coal segments to report before […]

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