Archive for the 'CRZO' Category


29
Mar

Wednesday Morning – CRZO

Print Friendly

. . Market Sentiment Watch: All eyes on inventories. In today's post please find comments and an updated cheat sheet for CRZO (underperforming for the wrong reasons), the oil and natural gas inventory previews, and some other odds and ends.  Ecodata Watch: We get Pending Home Sales at 10 am EST (no forecast, last read was -2.8%).  […]


23
Feb

Thursday Morning – Earnings Avalanche Plus Dualing Inventory Reports

Print Friendly

. . Market Sentiment Watch: Sentiment remains poor. Energy sector continues into third month of under-performance after a strong 2016.  We are now in the middle of earnings season and we have not received the expected ramp into the reports that was expected with higher prices, a ramp that would normally make sense given the lack of real […]


08
Dec

Thursday Morning – CRZO

Print Friendly

. . Market Sentiment Watch: In energyland we expect news flow to increase in coming days. Expect offerings (debt and equity) and capital budget announcements for the coming year. We're also seeing an almost daily inching up of 2017 expectations by the Street in front of official guidance as prior preliminary thoughts on activity levels […]


03
Nov

Thursday Morning – Earnings Tsunami

Print Friendly

. . Market Sentiment Watch: Energyland probably a bit over done to the downside as are both oil and natural gas. In today's post please find the oil inventory slide show, the natural gas storage inventory preview, comments on nine names that we either own or are interested in otherwise that reported last night and this morning.  Please note […]


25
Oct

Tuesday Morning – 3Q16 So Far, CRZO, SWN

Print Friendly

. . Market Sentiment Watch: The group (and the broader market) remains mired in the sideways trade. In today's post please find a post quarter updated cheat sheet for SWN, comments on the CRZO (nice deal), the first iteration of 3Q16 So Far, and some other odds and ends.  Ecodata Watch: We get Case-Shiller home price index at 9 am […]

Zman’s Energy Brain ~ oil, gas, stocks, etc… is is proudly powered by Wordpress
Navigation Theme by GPS Gazette

s2Member®
Get Adobe Flash player