Archive for the 'JAG' Category


16
May

Tuesday Morning – Permian Cheats Day 1

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. . Market Sentiment Watch: News flow at May slow in the group. In today's post please find cheat sheets for CPE, RSPP, JAG, LPI, the early reads on oil and natural gas inventories, and some other odds and ends.  Ecodata Watch: We get Housing starts at 8:30 am EST (no forecast, last read was […]


12
May

T.G.I.F.

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. . Market Sentiment Watch: In today's post please find the natural gas inventory review (noticeably smaller than expected; data for this week again point to a sub average injection next week as well), So Far This Quarter (expanded to include another 16 companies bringing the total to 34), comments on the JAG quarter (nice beat, […]


28
Mar

Tuesday Morning – Multiples Updates

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. . Market Sentiment Watch:  In today's post please find comments on JAG with an updated cheat sheet, the early read on oil inventories, the weekly short form valuation tables for the Permian (this week adds JAG and CDEV), the Wattenbergs, and the Bakkens, and some other odds and ends.  Ecodata Watch: We get Case-Shiller […]


08
Feb

Wednesday Morning – JAG, PE

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. . Market Sentiment Watch: Digestive action in the energy space continues and we note that last February behaved in very similar fashion. This morning seat belts will be required given API's monster crude stock build noted after the close yesterday. In today's post please find the oil and natural gas inventory previews, comments on Permian […]

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