Archive for the 'rexx' Category


20
Jan

Tuesday Morning – HAL, BCEI, REXX, RSPP, MTDR

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. . Market Sentiment Watch: Nervous energy markets continue. As usual, we have another set of group price and rating reductions out of the sellside to start this holiday shortened week. We've also got increased news flow out of the E&P group with several names updating operations and making other moves this morning.  While Service name […]


13
Jan

Tuesday Morning – Catalyst Update Part III, REXX

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. . Market Sentiment Watch: Nervous energy market persist as crude continues to fail to find a bottom (even record Chinese crude imports not helping this morning after UAE noted that OPEC's new strategy will not change). We continue to keep our finger off the Buy button trigger but plan to make some shorter term […]


23
Dec

Tuesday Morning – SN, SWN, REXX, CLR

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. . Market Sentiment Watch: One last burst of pre holiday economic data releases today should provide a little bit more of an interesting market than yesterday's sleeper. In today's post please find a requested look at SN EBITDA sensitivity, comments on the REXX budget (44% cut in the budget with 30% growth and essentially no […]


05
Nov

Wednesday Morning

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. . Market Sentiment Watch: Nervous market and extremely nervous group conditions continue. In energyland, focus remains on oil and there may be a slight positive seen for the sector out of yesterday's shift in the Senate. In today's post please find comments on a number of owned and unowned names we care about the Stuff section. We […]


20
Oct

Monday Morning – HAL, REXX

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. . Market Sentiment Watch: Slow week on the economic data front. In energy land 99% of eyes remain on OPEC and oil prices. We're looking for a bit of stabilization there near term.  In today's post please find The Week That Was (lots in there as always, worth your time to read), comments on the […]

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