Archive for the 'eog' Category


28
Feb

Wednesday Morning – More Earnings

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. . Market Sentiment Watch: Busy day. In today's post please find comments on the 4Q17 results from CPE, EOG, RSPP, OAS, and XOG, the oil inventory preview, the natural gas inventory preview (draw there still looks high to us), and some other odds and ends.  Our comments on the reporting names may be briefer in places than usual […]


03
Nov

T.G.I.F.

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. . Market Sentiment Watch:  In today's post please find the natural gas inventory slide show (look for another 3 to 4 injections to drive storage to a peak below 3,925 Bcf with a much smaller injection reported next week), comments on the EOG quarter (strong, guiding up, added two more "premium" plays), and some […]


02
Aug

Wednesday Morning – Earnings Avalanche Day 1

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. . Market Sentiment Watch: Busy day. In today's post please find the oil and natural gas inventory previews, comments on a reports from a number owned and unowned names, and some other odds and ends. Please note that given the large report volume today and tomorrow our post comments are in some cases more brief […]


09
May

Tuesday Morning – More Earnings

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. . Market Sentiment Watch: Nervous energy group conditions may be abating but doubtful we are done with May volatility as OPEC approaches. Today we have another busy one in terms upstream earnings and we get the STEO which may pressure both oil and natural gas upon its release this morning as we expect  EIA to […]


28
Feb

Tuesday Morning – More 4Q16 Earnings

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. . Market Sentiment Watch: Big day on the economics front ending in the president's comments on a proposed top line budget this evening.  In today's post please find comments on the quarterly reports for CPE (modest quarterly miss, a 2017 guidance boost, additional zone at Monarch now flowing), EOG (big EBITDA beat, guidance is light […]

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