Archive for the 'Uncategorized' Category


22
Jul

Tuesday Morning

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. . Market Sentiment Watch: Broad market earnings in focus. In today's post please find comments on the REXX mid year reserve report along with a cheat sheet update (big growth and lower well costs are not yet factored into the reserves), comments on the BTU quarter (in line), and a quick look at the […]


21
Jul

Monday Morning – Easing Into 2Q14 Reporting Season

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. . Market Sentiment Watch: 2Q14 energy earnings get into gear this week with the rest of Service that we care about and the first of the E&P's.  In today's post please find the earnings calendar for the second week of 2Q14 energy earnings, The Week That Was, comments on the HAL quarter (solid and […]


19
Jul

Wrap – Week Ended 7/19/14

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YoYo market is engaged in the group pre quarter. After a nice bounce over the past week, the portfolios are resting about 4% under their all time highs reached at the end of June.  Big news of last week was the WLL for KOG deal. Please see our write up of the deal in last Monday's […]


18
Jul

T.G.I.F.

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. .   Market Sentiment Watch: YoYo market continues.  In today's post please find the natural gas inventory slide show (cold, too cold), comments on the RSPP operations update (big guidance upgrade (expected but nice) and estimates to rally making it a Permian bargain (don't laugh) as we approach 2015 multiples), the AR operations update (more big wells), […]


17
Jul

Thursday Morning

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. . Market Sentiment Watch: YoYo market engaged as sanctions on Russia worries everyone.  Oil inventory report fueled oil bounce yesterday and the E&Ps and Service names yoyo'd back into favor. This morning the broad market futures are sharply lower on Russia while oil futures are up on … Russia. Expect more volatility before we get into the […]

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