Archive for the 'rose' Category


21
May

Wednesday Morning – REN

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. . Market Sentiment Watch: Yet another quiet day in terms of economic data releases with markets perhaps trying to make something out of the Fed minutes today after some market shaking comments by the Fed's Plosser yesterday. In today's post please find comments on wannabe Permian growth story REN, comments on the ROSE senior […]


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 […]


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 […]

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