Archive for the 'SM' Category


13
Sep

Wednesday Morning – SM, STEO, Oil and Natural Gas Previews

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. . Market Sentiment Watch: Group attempting traction. In today's post please find comments on the EIA's STEO (as expected, downward revisions – see Commodity Watch section), the oil inventory preview (we see a bigger crude build than the Street does and larger than last week product draws as well), the early read on natural gas inventories, […]


31
Dec

Thursday Morning – New Year’s Eve

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. . Market Sentiment Watch: Goodbye 2015. To be clear we do not expect a snap back rally despite oversold / guilt-by-association conditions in the group with the turn of the calendar. It's possible but their is still the looming hump of early 2016 refinery maintenance season to get through in February and March before […]


29
Oct

Wednesday Morning – NFX

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. . Market Sentiment Watch: Nervous market conditions persist. Energy land trying to find traction as oil does. As our owned names and names of interest report we will continue to keep our eyes on the ball, listening to the usual 50+ calls for the quarter and make note of outlying comments.  From SYRG we […]


18
Aug

Monday Morning And All Is Calm

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. . Market Sentiment Watch: Lighter week on the economic front. Look for a number of post quarter pieces from us this week, both for groups and for owned and unowned names. Many of our watched and owns names will be speaking at Enercom early this week and we expect to see some gain a […]


30
Jul

Wednesday Morning – More 2Q14 Earnings

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. . Market Sentiment Watch: Focus is split between Payrolls later this week and Ukraine and probably to a lessor extent Gaza. In today's post please find comments on the NFX quarter (stronger than it will likely get credit for this morning), SM (big beat and a Bakken acreage add) and some other odd and ends.  […]

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