Archive for the 'CLR' Category


26
Sep

Wednesday Morning

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. . Market Sentiment Watch: Fed announcement day.  In energyland, traders are anticipating an extraordinary SPR release or some other Presidential action/attempt to dampen oil prices.  In today's post please find the oil inventory preview (expectations remain mired to small changes; API was modestly bearish), the natural gas inventory preview (as expected, consensus is calling for […]


08
Aug

Wednesday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Busy day. In today's post please find the oil inventory preview, the natural gas preview, comments on the PE quarter(beat, raise on production and capex, best in show diffs), comments on the PXD quarter, comments on the XOG quarter(in line top line, miss on EBITDA due to hedge impacts), comments on the PVAC […]


03
May

Thursday Morning – More Earnings

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. . Market Sentiment Watch: Moving through the 1Q18 reporting season with another strong set of numbers today (more variability today vs yesterday though which were on the whole quite strong). Sentiment remains strong and the bigger Permians are brushing aside the Mid-Cush blowout with a thing called planning.  In today's post please find the oil […]


10
Apr

Tuesday Morning – CLR

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. . Market Sentiment Watch: Market calming down but still highly volatile. In today's post please find the early read on oil inventories, , comments and a cheat sheet on CLR (big growth given their size, fat free cash generation, balance sheet improving quarterly, valuation still attractive), and some other odds and ends.  Ecodata Watch: NFIB […]


22
Feb

Thursday Morning – More Earnings

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. . 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 […]

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