Archive for April, 2012


30
Apr

Monday Morning Starts Busiest Week Of 1Q12 Energy Earnings Season

  Market Sentiment Watch:   All eyes should be on jobless claims and nonfarm nonfarm payrolls at the end of the week so expecting some cautious trading after last month's jobs misstep. In energyland, we have one of the busiest earnings week's of the year on tap with over a half dozen ZLT names reporting/holding […]


27
Apr

Wrap – Week Ended 4/27/12

Well, this week had a little better tone to it. Interesting to see the flatter slope in the gas injection rate (as expected) continue to develop while the natural gas directed rig count proceeded to hit a 10 year low.  Note also in the table below we saw a nice little bounce in the front […]


27
Apr

T.G.I.F.

  Market Sentiment Watch: Lazy Friday in front of a busy E&P earnings week next week. In today's post please find the gas storage wrap and comments on HGT, KOG (grr arrgg), SSN and more. The group and market have a little better tone to them now as we approach the heart of energy earnings season […]


26
Apr

Thursday Morning – Lots of Earnings Calls Plus Oil Inventory Review, Natural Gas Preview and Some Updated Thoughts on KOG

  Market Sentiment Watch: Busy day in energyland. In today's post please find comments on the OII, RRC, WLL, and CRR quarters (strong, stronger and strongest, and not so great respectively) as well as some updated thinking on KOG (the downside is overplayed here by the Street), some thoughts on COG's first disclosed Brown Dense well, […]


25
Apr

M&A Wednesday

  Market Sentiment Watch: AAPL dominates all market talk for the first half of the day with Ben Bernanke's speech set to grab attention in the afternoon. Apple's results are driving tech futures wild this morning as everyone speculates about their coming domination of China. Meanwhile, after a string of more subdued economic data over […]

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