Archive for the 'rose' Category


03
Oct

Tuesday Morning – ROSE

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. . Market Sentiment Watch: Energy continues to find traction and fight off bouts of profit taking like few other times this year. In today's post please find the early reads on oil and natural gas inventories (both pretty mundane this week), comments on new Permian minnow ROSE, follow up comments on LPI's midstream monetization with […]


11
May

Monday Morning – Bye, Bye ROSE

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. . Market Sentiment Watch: Market focused on China (another rate cut over the weekend) and the ongoing Greek financial tragedy. Noble buys ROSE, see comments in the Stuff section.  In eneryland, the 1Q15 comes to a close this week. On the whole, 1Q15 reports have been roughly in line with expectations with a little more price weakness than […]


05
May

Tuesday Morning – EOX, EOG, ROSE

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. . Market Sentiment Watch: Busy day on the earnings front. In today's post please find comments on 1Q15 reports from EOX (beat on volumes, miss on price, breathing room for the balance sheet and improved wells), EOG (beat on volumes, reiterated guidance, no real monster wells and no new play this time, just a […]


10
Mar

Tuesday Morning

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. . Market Sentiment Watch: All eyes on the dollar. In energyland, oily names continue to trade in range bound, establishment of the sideways trade fashion.  Gassy names continue to sink to new lows on a lack of support from the commodity. In today's post please find comments on a couple of Wattenberg stories and another set of offerings […]


24
Feb

Tuesday Morning – ROSE, CRZO, MRD

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. . Market Sentiment Watch: Yellen in focus. In energyland, another avalanche of earnings reports kicks off today and accelerates through the end of the week (comments may be more bullet like than usual as we attempt to cover 19 reports this week and multiple simultaneous releases and calls. In today's post please find comments […]

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