Archive for the 'nfx' Category


06
Jun

Wednesday Morning – NFX

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. . Market Sentiment Watch: Improved energy sentiment in holding pattern. In today's post please find the oil inventory preview (smaller than expected oil and gasoline draws expected), the natural gas inventory early read (consensus expecting a number well below us, nice if right), comments and a cheat sheet NFX (another in our series of notably […]


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 […]


11
Apr

Wednesday Morning – NFX, FANG, VNOM

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. . Good Things To Know Watch:  It's tax time. Investment-related expenses that you may be able to deduct include fees for subscriptions to financial publications and research used to guide your investment decisions. Yeah, that includes us, but as always check with your tax guy.  Market Sentiment Watch: Markets may have appeared to have taken a break from […]


21
Feb

Wednesday Morning – NFX

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. . Market Sentiment Watch: In today's post please find the early read on inventories, comments on the NFX quarter and guidance (strong quarter, stronger 3 year plan), comments on the CXO quarter (beat and in line guide), comments on SLCA (TBA),  and some other odds and ends. Ecodata Watch: We get existing home sales at 10 […]


28
Dec

Thursday Morning – Dualing Inventory Reports, NFX

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. . Market Sentiment Watch: In today's post please find the natural gas inventory preview, oil inventory preview, comments on NFX (still well over done to the downside, strong balance sheet, rapid growth and near cash neutral 2018 likely), and some other odds and ends.  Ecodata Watch: We get jobless claims at 8:30 am EST (F = 239,000, last […]

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