11
Apr

Wrap – Week Ended 4/10/15

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Questions and comments will be addressed in the Monday post. Have a great weekend. 

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5 Responses to “Wrap – Week Ended 4/10/15”

  1. 1
    tomdavis12 Says:

    Weekend reading:  It seems anyone that is recommending energy is still talking larger names. Karl Chalabala at Canaccord recommending RRC because of the RDS – BG merger. Fadel Gheit ay Oppenheimer focus on oil and those with staying power that can ride out the weakness. Likes RRP,BP,APA,HES,MRO,MUR,OXY.  Does seem to confirm the Z thought that no one willing to think small – mid cap names at this stage of the cycle. Short positions updated. On Amex TPLM, NOG & EOX still largest. Biggest increase UPL. Biggest decrease REXX.    Crude up 4 weeks in a row. TDW up 25% last week.

  2. 2
    Baylor Says:

    When you say "on Amex" what do you mean?

  3. 3
    tomdavis12 Says:

    2 The old American Exchange which is now part of NYSE. 

  4. 4
    zman Says:

    Thanks Tom

  5. 5
    Baylor Says:

    Got it. Thanks Tom.  That's what I thought you meant but wasn't sure if it was some investment house i wasn't familiar with by the short hand.

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