Archive for the 'Uncategorized' Category


22
Feb

Thursday Morning – More Earnings

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. . Market Sentiment Watch: Busy day. In today's post please find the oil and natural gas inventory previews, comments on the PE quarter (beat on pre-announced volumes and good costs, reiteration of guidance), comments on the MTDR quarter (beat on record on volumes, 2018's guidance straddles current Street expectations), brief comments on a number of names […]


20
Feb

Tuesday Morning – HCLP

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. . Market Sentiment Watch: In today's post please find comments on the HCLP quarter (big revenue beat, stronger than expected volumes, 1Q18 to be a little soft on one time items (weather and rai) but otherwise hitting on all cylinders with continued distribution growth expected and an ongoing buyback under pinning the units), Subscriber Mailbag, […]


19
Feb

Wrap – Week Ended 2/16/18

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. . Questions and comments under The Wrap will be addressed in the Tuesday post.  . The Blotter is updated. .


16
Feb

T.G.I.F.

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. . Market Sentiment Watch: Volatile and sloppy group action continues but the sideways trade is getting a boost from increasingly disciplined larger upstream player tone.  In today's post please find the natural gas storage review (updated hypothetical trough and peak levels … revised lower), comments on the PES quarter (in line quarter, solid guidance, expecting […]


15
Feb

Thursday Morning – LPI

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. . Market Sentiment Watch: In today's post please find the oil inventory review (a modestly better than expected report in our view on the back of subdued crude builds during a time that normally sees large ones – thanks to low net imports and elevated for time of year refining that are more than […]

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