Archive for the 'CLR' Category


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 […]


16
Feb

T.G.I.F.

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. . 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 […]


09
Aug

Wednesday Morning – So Far This Quarter Update

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. . Market Sentiment Watch: Inventory data in the States continue to move in the right direction.  In today's post please find an expanded version of So Far This Quarter, the oil and natural gas inventory previews, comments on a number of additional 2Q17 reports, and some other odds and ends.  Ecodata Watch: We get Productivity at 8:30 am […]

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