Archive for February, 2018


Thursday Morning – More Earnings

. . Market Sentiment Watch: Busy day. In today's post please find the oil and natural gas inventory previews, comments on the PE quarter (beat on pre-announced volumes and good costs, reiteration of guidance), comments on the MTDR quarter (beat on record on volumes, 2018's guidance straddles current Street expectations), brief comments on a number of names […]


Wednesday Morning – NFX

. . Market Sentiment Watch: In today's post please find the early read on inventories, comments on the NFX quarter and guidance (strong quarter, stronger 3 year plan), comments on the CXO quarter (beat and in line guide), comments on SLCA (TBA),  and some other odds and ends. Ecodata Watch: We get existing home sales at 10 […]


Tuesday Morning – HCLP

. . Market Sentiment Watch: In today's post please find comments on the HCLP quarter (big revenue beat, stronger than expected volumes, 1Q18 to be a little soft on one time items (weather and rai) but otherwise hitting on all cylinders with continued distribution growth expected and an ongoing buyback under pinning the units), Subscriber Mailbag, […]


Wrap – Week Ended 2/16/18

. . Questions and comments under The Wrap will be addressed in the Tuesday post.  . The Blotter is updated. .



. . Market Sentiment Watch: Volatile and sloppy group action continues but the sideways trade is getting a boost from increasingly disciplined larger upstream player tone.  In today's post please find the natural gas storage review (updated hypothetical trough and peak levels … revised lower), comments on the PES quarter (in line quarter, solid guidance, expecting […]

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