Archive for the 'COG' Category


21
Dec

Thursday and Friday Post – COG, NOG, Bakken and Happy Holidays

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. . Market Sentiment Watch: Group finding traction as a last flurry of news hits. Expect a bit of early softness on the Forties fix noted below but traction is building in a number of areas and we have a few names approaching 52 week highs and names making technical breakouts with reasonable valuations which […]


28
Nov

Tuesday Morning – COG

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. . Market Sentiment Watch: Expect volatility as we head towards OPEC early Thursday morning. In today's post please find the oil inventory preview, more pre OPEC meeting comments, comments and an updated cheat sheet on COG, comments on CRZO, and some other odds and ends.  Ecodata Watch: We get Advance trade in goods at […]


27
Oct

Friday Morning – COG, SWN

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. . Market Sentiment Watch: Upstream and Service seeking support after an oddball divergence from that which they sell right in front of earnings season. In today's post please find the natural gas inventory review (in line report, storage at 6th highest level for time of year and receding vs 5 year and year ago levels), comments […]


08
Sep

T.G.I.F.

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. Market Sentiment Watch: Commodities finding traction. Energy groups in the sideways trade. In today's post please find the natural gas storage review (in line), the oil inventory review (noisy as expected with a bigger than Street but smaller than Z4 expected crude build and smaller than expected product draws – all of which was largely […]


28
Jul

Friday Morning – Natural Gas Storage Slide Show + COG

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. . Market Sentiment Watch:  In today's post please find the natural gas storage review (another smaller than expected injection), comments on the COG quarter (essentially in line quarter, re-initiated repurchase program should be well received as should more time on the Gen 4 fracs which are best in show per foot), an update of […]

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