Archive for the 'hal' Category


23
Jul

Monday to Thursday Post

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. . Market Sentiment Watch: We are on a workation this week. Today's post will grow as the week progresses. Today, please find comments on the HAL quarter (in line, upbeat, call notes to be added this morning) and comments on string of HCLP news (big customer supported expansion, further vertical integration, and a monster jump in […]


23
Apr

Monday Morning – HAL

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. . Market Sentiment Watch: Busy week ahead as energy earnings accelerate.  In today's post please find The Week That Was, comments on the HAL quarter (in line), the 1Q18 Energy Earnings Week 2 Calendar (getting busy), JAG debt offering (first set of senior notes), and some other odds and ends.  Ecodata Watch: We get Chicago Fed […]


22
Jan

Monday Morning – HAL

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. . Market Sentiment Watch: Group has been getting the pause we expected. In today's post please find The Week That Was, comments on the HAL quarter (nice beat, when will they add NAM horsepower?), comments on MTDR, and some other odds and ends.  Ecodata Watch: We get Chicago Fed at 8:30 am EST (no […]


23
Oct

Monday Morning – HAL

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. . Market Sentiment Watch: Fairly light week on the economic data front. In energy land, 3Q earnings start to pick up with more Service and the first of the upstream gassy and oily names reporting. In today's post please find The Week That Was, the ZLT holdings graphs, this week's energy earnings calendar, comments on […]


24
Jul

Monday Morning – HAL

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. . Market Sentiment Watch: OPEC compliance meeting notes to swing energy land today (see Commodities Watch section). In today's post please find comments on the HAL quarter (big beat led by NAM; International activity up), The Week That Was, the calendar for 2Q17 Energy Earnings Week 2, and some other odds and ends.  In […]

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