14
Mar
Market Sentiment Watch: Market inching higher. In today's post please find earnings from Bakken wannabe player EOX, niche service name FTK (in line earnings but bigger news this morning with Gulf Energy), and some stuff we will be looking for on the BCEI call tomorrow (at least two and maybe four significant catalysts). [...]
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Posted in BCEI, EOX, ftk, Uncategorized | 169 Comments »
17
Dec
Market Sentiment Watch: Big week for important ecodata releases. Fiscal Cliff monologue (maybe dialog soon?) continues to dominate the market backdrop. In energyland this is generally the last week of the year that our names bother to report new. Its a good time to kick out that last stellar well report or update people on [...]
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Posted in ftk, LPI, Uncategorized | 117 Comments »
08
Nov
Market Sentiment Watch: Busy, busy, busy day today. WLL up story STO making $65 bid. Not a lot of rational thinking yesterday with knee jerk selling in energy and in commodities on the U.S. election outcome and European data. In energy land we have earnings overload today. In the post please find comments on [...]
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Posted in CLR, CXPO, ftk, hk, MPO, nog, oas, rose, Uncategorized | 136 Comments »
02
Oct
Market Sentiment Watch: Economically light day. In energy land today we have day 1 of the Johnson Rice energy conference so look for scrolling commentary as the morning progresses for several of our closely tracked names. In today's post please find wrap comments from phone calls with a couple of our owned Bakken Players [...]
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Posted in ftk, hk, Uncategorized | 119 Comments »
10
May
Market Sentiment Watch: Greece makes payment to lender with lender's money while Spain moves to nationalize one of their largest banks … and the world keeps turning. Looking for a little more market stability before getting aggressive again. Notably natural gas names have begun to notice the recent rally in the strip but words [...]
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Posted in CXPO, ftk, LPI, Uncategorized | 150 Comments »