Archive for the 'VNOM' Category


01
Aug

Wednesday Morning – NFX, HCLP, WLL

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. . Market Sentiment Watch: Busy day. In today's post please find the oil inventory preview, the oil by state/region production slide show, comments on the NFX quarter (big beat on big volume quarter with lower cost and strong realized prices, guidance increase, nice well highlights), comments on the HCLP quarter (in line, all eyes on sustainability […]


12
Jun

Tuesday to Friday Post

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. . Market Sentiment Watch: North Korea, trade and OPEC/IEA/EIA on our minds. In today's post please find the Permian Players Group 1 table-, the Eagle Ford group 1 table, an updated cheat sheet for VNOM, comments on the OPEC monthly (TBA), and some other odds and ends.  Click the link directly below this to […]


02
May

Wednesday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Busy day (very good day in group earnings). In today's post please find the oil and natural gas previews, comments on the HCLP quarter (beat, fundamentals remain tight), comments on the PES quarter (beat, hitting on all cylinders now, estimates to move up, leverage situation continues to improve), comments on the NFX […]


11
Apr

Wednesday Morning – NFX, FANG, VNOM

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. . Good Things To Know Watch:  It's tax time. Investment-related expenses that you may be able to deduct include fees for subscriptions to financial publications and research used to guide your investment decisions. Yeah, that includes us, but as always check with your tax guy.  Market Sentiment Watch: Markets may have appeared to have taken a break from […]


13
Feb

Tuesday Morning – So Far This Quarter, VNOM

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. . Market Sentiment Watch: Sitting on hands during the group bounce having added to a few names last week. EIA's move to further increase it's forward view of U.S. oil production could very well lead to further choppiness for the group if weekly inventory numbers fail to cooperate near term (which seasonally is quite possible). […]

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