Archive for the 'oas' Category


06
Aug

Wednesday Morning – Earnings Palooza

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. . Market Sentiment Watch: Busy, busy, busy in the E&P space. So far this season, positive results have largely been ignored while anything viewed as negative (gassier than expected mix or a miss) seen as reason to throw the baby further out the window with the bath water. This too shall pass.   In today's post please find […]


08
Jul

Tuesday Morning

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. . Market Sentiment Watch: The energy groups are taking a pause pre 2Q14 reporting season, continuing the move that began two weeks ago as momentum continues to fade. Gassier names are seeing the most profit taking as natural gas fades due to a slow start to summer and record production levels. In today's post please […]


06
May

Tuesday Morning – Earningspalooza

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. . Market Sentiment Watch: Light on the economic data today but another avalanche of earnings from names we care about. In today's post please find earnings related comments on EOX (solid quarter with upped annual guidance and Low Rider EURs (as expected)), EOG (monster quarter with upped oil guidance and new oil plays), CRZO (nice quarterly […]


01
Apr

Tuesday Morning – Welcome To April 2014

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. . Market Sentiment Watch: Overnight Chinese PMI came in 50.3 vs 50.2 expected but the HSBC reading went the other way, contracting further to 48. In the U.S. the "L-shaped economic recovery" continues with the Fed out yesterday bascially saying everything will be OK, we just need to keep the stimulative sauce flowing for a […]


26
Feb

Wednesday Morning – More Earnings

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. . Market Sentiment Watch: Theme of the E&P 4Q season so far has been to guide flat for 1Q14 if not 1H14.  Not altogether a rare thing but given recent weather it's not surprising that the turn of the calendar didn't forestall lingering impacts early in the year.  Market is largely taking this in […]

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