Archive for the 'ftk' Category


23
Jul

Thursday Morning

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. . Market Sentiment Watch: Baby and bathwater action continues in the group against he backdrop of renewed, strengthened negativity for oil prices in the near and ongoing apathy for natural gas.   In today's post please find the natural gas inventory preview, the oil inventory review (pretty neutral – build due to imports, production held flat […]


23
Apr

Thursday Morning – Orange Charts

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. . Market Sentiment Watch: Energy group trading in somewhat nervous sideways fashion as we approach the peak in U.S. oil inventories over the next weeks.  In today's post please find the natural gas inventory preview (looking for a record injection for this week of the year), the oil inventory review (mixed bag), the Orange Charts, comments on […]


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 […]

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