Archive for the 'rose' Category


11
Mar

Tuesday Morning – AMZG Gets Bigger

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. . Market Sentiment Watch:  In today's post please find a cheat sheet update for ROSE and comments on the AMZG acreage increase and offering (we like it more than they will at first). The 4Q13 wraps up over the course of the next three days.  Ecodata Watch: We get the NFIB small business index at 7:30 am EST […]


25
Feb

Tuesday Morning – More Earnings

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. . Market Sentiment Watch:  Busy mornings now through Friday so we'll just get to it. In today's post please find comments on the EOG (strong stuff, big upgrade to the EFS potential reserves), ROSE (in line with interesting items), CRZO (solid) and AREX (unowned but interesting, maybe increasingly so) quarters along with the quick thoughts on […]


31
Jan

T.G.I.F.

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. .   Market Sentiment Watch:  Market remains in fear mode to close January.  In today's post please find the natural gas inventory slide show, comments on the NOV quarter (nice beat), some requested quick and very basic reference graphs on the Permians and Gassy Players, comments on ROSE's operations update and 2013 reserves, and some other […]


19
Dec

Thursday Morning – Oil Review and Natural Gas Preview Plus Several Other Items

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. . Market Sentiment Watch: Bernanke left with a modest taper in place and signals the economy is headed slowly, in meandering fashion, in the right way. And the crowd went wild. In energy land the group continues to behave somewhat erratically with year end shenanigans underway. We continue to watch, read up, model up, […]


07
Nov

Thursday – Another Swarm of 3Q13 Reports

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Market Sentiment Watch: YoYo group action continues with alternating days of rapid buying and selling. We continue to think sideways trading is in order for the group. All eyes should be focused squarely on tomorrow's payrolls data but we would note that the oil inventory report was distinctly more positive yesterday and after having looked […]

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