Archive for the 'ftk' Category


29
Apr

Tuesday Morning – FTK, RRC and More

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. . Market Sentiment Watch: Economic data should increasingly take center stage as the week progresses. In today's post please find comments on a number of owned and unowned names reporting 1Q14 results as well as thoughts on tomorrow's set of reporters. Ecodata Watch: We get Case-Shiller home prices at 9 am EST (no forecast, last read […]


07
Apr

Monday Morning

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. .    Market Sentiment Watch: Lighter week on the economic data front with many eyes around the world focused on the pullback in tech. In energyland this week we have the Spring IPAA presentations for many of our owned names and for several names we are interested in. Oil markets this morning are noting […]


11
Feb

Tuesday Morning

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. . Market Sentiment Watch: After snoozing through yesterday, all market eyes will be on Janet Yellen's comments and tone regarding tapering, QE, the recent job slowness and more. The talking heads will no doubt parse and re parse here comments. In energy land news flow is picking up in pre 4Q release fashion as expected.  In […]


16
Jan

Thursday Morning – Oil Inventory Review Plus Natural Gas Preview Plus SYRG, CRZO

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. . Market Sentiment Watch: YoYo market continues moving back and forth between fears over the taper to enthusiasm for some bits of the ecodata stream. We continue to see an ongoing slow L-shaped economic recovery playing out.  In energy land news flow is picking up. In today's post please find the oil inventory review […]


07
Nov

Thursday – Another Swarm of 3Q13 Reports

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Market Sentiment Watch: YoYo group action continues with alternating days of rapid buying and selling. We continue to think sideways trading is in order for the group. All eyes should be focused squarely on tomorrow's payrolls data but we would note that the oil inventory report was distinctly more positive yesterday and after having looked […]

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