Archive for the 'ftk' Category


23
Oct

Thursday Morning

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. . Market Sentiment Watch: Nervous market continues. In energyland we get another dose of Service earnings (we find today's less information laden in general) and are looking forward to the first E&Ps of the season on tomorrow and then into next week. For now, all eyes are still focused on what OPEC will or won't do […]


07
Aug

Thursday Morning – MTDR, AR, LPI, GPD, SDCJF, FTK and More

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. . Market Sentiment Watch: More Earnings  In today's post please find the oil inventory review, the natural gas inventory preview, more 2Q14 report coverage (AR (pre announced volumes, miss on price), MTDR (nice beat), FTK (miss with stronger second half trends), and some other odds and ends including a couple of misses by GDP and LPI.  GDP […]


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 […]

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