Archive for the 'wpx' Category


12
Apr

Wednesday Morning – STEO, OPEC, WPX

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. . Market Sentiment Watch:  In today's post please find the oil preview (Street looking for a much more benign and much smaller than year ago or average build for this time of year), the natural gas preview (another small build expected), comments on the STEO oil forecast (we note EIA barely edged up their view […]


23
Feb

Thursday Morning – Earnings Avalanche Plus Dualing Inventory Reports

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. . Market Sentiment Watch: Sentiment remains poor. Energy sector continues into third month of under-performance after a strong 2016.  We are now in the middle of earnings season and we have not received the expected ramp into the reports that was expected with higher prices, a ramp that would normally make sense given the lack of real […]


13
Jan

Friday Morning – Catalyst List Update, WPX

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. . Market Sentiment Watch: Energyland trading in adrift fashion as we await news flow pickup at the macro and micro (not deals, plenty of those, but more 2017 guidance) levels. Valuations for our top names continue to modestly improve as they essentially stand still which is fine.  In today's post please find the natural gas […]


14
Dec

Wednesday Morning – CPE, WPX

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. . Market Sentiment Watch: All eyes on Fed. There should be no surprises from the meeting with a rate hike expected by most.  In today's post please find an updated cheat sheet and comments on WPX, comments on another CPE acquisition and offering (deep, high OOIP, nice price, deal done with ease, EBITDA headed higher), […]


03
Nov

Thursday Morning – Earnings Tsunami

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. . Market Sentiment Watch: Energyland probably a bit over done to the downside as are both oil and natural gas. In today's post please find the oil inventory slide show, the natural gas storage inventory preview, comments on nine names that we either own or are interested in otherwise that reported last night and this morning.  Please note […]

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