Archive for the 'BCEI' Category


28
Jul

Tuesday Morning – SWN, BCEI

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. . Market Sentiment Watch: China fears continue to weigh on oil and therefore the group. The group remains tractionless with leadership names continuing to fall and high to modesty leveraged small and mid cap names underperforming. We are patiently (very slowly) adding short term positions into weakness and increasingly disposed to add longer term positions this fall. We're […]


23
Jul

Thursday Morning

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. . Market Sentiment Watch: Baby and bathwater action continues in the group against he backdrop of renewed, strengthened negativity for oil prices in the near and ongoing apathy for natural gas.   In today's post please find the natural gas inventory preview, the oil inventory review (pretty neutral – build due to imports, production held flat […]


28
May

Thursday Morning – Dualing Oil and Natural Gas Inventories

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. . Market Sentiment Watch: Group continues to lack momentum as the summer doldrums arrive.  As usual for this week of the year, energy news flow remains at a trickle and it would make sense that the group is awaiting a number of macro items in June (see Commodity Watch section below). In today's post please find a […]


08
May

T.G.I.F.

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. .   Market Sentiment Watch: Payrolls in focus. In energyland, oil and natural gas are resting after a big move and during the shoulder season respectively. 1Q15 E&P reporting season has contained few surprises so far save the odd bit of increased guidance in a few of our names on capex that remains as previously […]


10
Mar

Tuesday Morning

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. . Market Sentiment Watch: All eyes on the dollar. In energyland, oily names continue to trade in range bound, establishment of the sideways trade fashion.  Gassy names continue to sink to new lows on a lack of support from the commodity. In today's post please find comments on a couple of Wattenberg stories and another set of offerings […]

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