Archive for the 'rexx' Category


16
Mar

Monday Morning

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. . Market Sentiment Watch: Fed on the minds of everyone in the market as it's Yellen's every other month press conference time and though the Fed has warned that testimony doesn't have to coincide with a hike, the market seems to think that a hike won't come without testimony and that recent data make […]


19
Feb

Thursday Morning – More 4Q14 E&P Earnings

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. . Market Sentiment Watch: Greece holding broad market attention again today. In energy land we get both the natural gas and oil inventory reports today due to the holiday an all eyes will be focused on the oil report after an ugly looking API report last night (see Commodity Watch section). In today's post please find comments on reported […]


28
Jan

Wednesday Morning – Oil Inventory Preview – CRZO, SYRG

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. . Market Sentiment Watch: All eyes on the Fed today. In energy land the groups are diverging from the broad market but medium and long term sentiment remains uneasy at best in light of a still large undisclosed portion of the E&P aggregate budget, oil and natural gas price unrest (oil likely to weigh again […]


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 […]

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