10
May
Market Sentiment Watch: Data light week ending with a whimper today with the federal budget. As energy earnings draws to a close market data picks back up next with retail sales, housing and other reads on the consumer. In today's post please find comments on the BCEI and FTK quarters. Ecodata Watch: We get the Federal [...]
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Posted in BCEI, Uncategorized | 72 Comments »
12
Apr
Market Sentiment Watch: Great stuff in the comments section yesterday, thanks for the questions and comments. In today's post please find comments on the natural gas storage report along with a bit of a look ahead that we will expand on next week and some wrap comments on yesterday's developments in names of [...]
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Posted in BCEI, PVA, Uncategorized | 86 Comments »
11
Apr
Market Sentiment Watch: S&P 500 closes at all time high yesterday. Energyland is still quite the mixed bag in terms of the last 24 months of performance (pull up a weekly chart of the XLE or the XOP … nice long tightening base). I count in E&P alone a number of groups from [...]
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Posted in BCEI, nfx, PVA, RRC, Uncategorized | 139 Comments »
02
Apr
Market Sentiment Watch: Market lazily drifting as everyone is focused on ADP and non farm payrolls over the next few days. Yesterday we took advantage of a little group weakness to continue inching up our exposure to natural gas but also added a new Bakken player name that we’ve been more actively watching again [...]
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Posted in BCEI, OEDV, ssn, Uncategorized | 124 Comments »
15
Mar
Market Sentiment Watch: Expiry Friday so things should be a bit slow. In today's post please find comments on the natural gas storage picture and BCEI's nice beat of a 4Q report and positive operational update. Next week look for the full Bakken players update. Ecodata Watch: CPI came in at 0.7% headline [...]
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Posted in BCEI | 103 Comments »