Archive for the 'CRZO' Category


Wednesday Morning – CRZO

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. . 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%).  […]


Thursday Morning – Earnings Avalanche Plus Dualing Inventory Reports

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. . 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 […]


Thursday Morning – CRZO

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. . 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 […]


Thursday Morning – Earnings Tsunami

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. . 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 […]


Tuesday Morning – 3Q16 So Far, CRZO, SWN

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. . 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 […]

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