Archive for the 'Uncategorized' Category


27
Apr

Wednesday Morning

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. . Market Sentiment Watch: FOMC announcement day. Expect big swings. In today's post please find the oil and natural gas inventory previews, as well as comments on the RES 1Q16 report (decent quarter considering current industry conditions, solid balance sheet, interesting), and some other odds and ends.  Ecodata Watch: We get Pending Home Sales at 10 am EST (F […]


25
Apr

Monday Morning – 1Q16 Reporting Season About To Get Busy

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. . Market Sentiment Watch: FOMC announcement week so most eyes will be focused on the language there. Yawn.  In energyland, 1Q16 earnings season heats up (see the week's calendar below) this week and becomes swamped next week. We see two possible additions to the Shopping List and one potential pruning over the next two weeks but otherwise […]


24
Apr

Wrap – Week Ended 4/22/16

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. . The ZLT was up 9% last week and is up 21.5% year to date. The XOP was up 8% leading a strong energy group and is up 17% year to date.  We added to the Core position in CPE last week prior to their acquisition and offering announcement.  The Blotter is updated.  Questions […]


22
Apr

Friday Morning – SWN, SLB

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. . Market Sentiment Watch: Earnings season starting to gain momentum bringing increased news flow. In today's post please find the natural gas inventory review (essentially in line, much smaller than year ago and five year averages as we begin to erode the storage surplus (also note the regional breakout with the East Region crashing into […]


21
Apr

Thursday Morning – ECR

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. . Market Sentiment Watch: Complacent broad market conditions persist. Single digit midget week continues today with a look at levered gassy name ECR. In today's post please also find the oil inventory review (inline crude build with down Cushing, record for time of year gasoline demand but a smaller than expected pull on a gasoline imports […]

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