14
Jun

Wrap – Week Ended 6/13/14

Print Friendly, PDF & Email

The ZLT portfolios are at all time highs (up 8 to 35% YTD (average up about 23%) vs the SPX up 4.7%) and we took the opportunity last week to conduct balancing trades into group strength raising about 3% cash (net of a new portfolio addition on Friday).

The trading blotter is updated. 

Questions under the Wrap will be addressed in the Subscriber Mailbag section of the Monday post. 

Want to subscribe?   Click here for instructions or contact us at zman@zmansenergybrain.com

Have a great weekend and Father's Day!

Please click on following table to open it in its own window if the right hand edge bleeds off your screen.  

wrap 061314

4 Responses to “Wrap – Week Ended 6/13/14”

  1. 1
    zman Says:

    MRD

    http://seekingalpha.com/article/2267713-memorial-resource-development-an-interesting-new-pure-play-cotton-valley-name

  2. 2
    zman Says:

    If you called from area code 805 – please send email to zman@zmansenergybrain.com., missed who that was, but thanks and back at you! Watching my Honduran team make a go of it at the moment vs France, not much hope but best of luck to them. 

  3. 3
    zman Says:

    re 2 – ah, now I know, thanks for the call, next time, if not during a game I'll pick up. 

    No questions this weekend?  Guessing a little complancy creeping into the group at this point.  Look for more secondary offerings as the E&Ps have got to be taking note of their elevated share prices. 

  4. 4
    Baylor Says:

    Here's a question: what are a couple of scenarios we see playing out Iraq as it pertains to the E&P portfolio ?

Leave a Reply

You must be logged in to post a comment.

Zman's Energy Brain ~ oil, gas, stocks, etc… is is proudly powered by Wordpress
Navigation Theme by GPS Gazette

s2Member®
%d bloggers like this: