Archive for the 'HCLP' Category


27
Jun

Wednesday Morning

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. . Market Sentiment Watch: Energy groups continue to slowly gain traction as OPEC+ delivered the goods and the U.S. plans to crimp Iran's ability to export. Much of the fear in service appears well priced in (at least in our names) and the Permian names are awaiting the first taste of really wide differentials […]


02
May

Wednesday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Busy day (very good day in group earnings). In today's post please find the oil and natural gas previews, comments on the HCLP quarter (beat, fundamentals remain tight), comments on the PES quarter (beat, hitting on all cylinders now, estimates to move up, leverage situation continues to improve), comments on the NFX […]


20
Apr

Friday Morning – COG, SLB

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. . Market Sentiment Watch: Improving energy sentiment. In today's post please find the natural gas storage review (bigger than expected draw, stocks now off over 800 Bcf relative to year ago levels and nearly 450 Bcf below the 5 year average … good starting point for the injection season, 3rd lowest level for stocks in […]


20
Feb

Tuesday Morning – HCLP

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. . Market Sentiment Watch: In today's post please find comments on the HCLP quarter (big revenue beat, stronger than expected volumes, 1Q18 to be a little soft on one time items (weather and rai) but otherwise hitting on all cylinders with continued distribution growth expected and an ongoing buyback under pinning the units), Subscriber Mailbag, […]


04
Jan

Thursday Morning – Dualing Inventory Reports + Sand

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. . Market Sentiment Watch: Group likely needs a brief sideways trading digestive period. In today's post please find the oil inventory preview (we're approaching the time when oil inventory draws should begin to moderate (likely next week) and when gasoline demand reporting methodology could lead to what appears to be a slump in demand), the natural […]

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