Archive for the 'FANG' Category


07
Nov

Tuesday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Energy market sentiment greatly improved on oil prices approach two and half year highs.  In today's post please find the early reads on this week's oil and natural gas inventory reports, comments on eight 3Q17 reports and some other odds and ends.  Please note that our individual company comments may be briefer than […]


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 […]


03
May

Wednesday Morning – CPE, NFX, RSPP, FANG, VNOM

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. . Market Sentiment Watch: Nervous group conditions persist as oil tests recent lows. In today's post please find the oil and natural gas inventory previews, comments on the CPE quarter (beat and reiterate), comments on the NFX quarter (beat and raise with new exploration on the horizon and monster outperformance from the enhanced STACK fracs), […]


31
Mar

T.G.I.F.

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. . Market Sentiment Watch: Last trading day of the quarter, expect volatility. In today's post please find an updated cheat sheet for FANG, an updated and expanded quick view multiple page for the Permians, things to look for in the week ahead (including the full Natural Gas Macro slide set in Monday's post), and some other […]


15
Feb

Wednesday Morning

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. . Market Sentiment Watch: Avalanche of economic data and day 2 for Yellen testimony.  In today's post please find comments on FANG (beat and raise (and well above Street) but with higher capex as well), VNOM (beat but guidance below Street), comments on LPI, and some other odds and ends.  Ecodata Watch: We get CPI […]

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