11
Apr

T.G.I.F – WIOWIO

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Market Sentiment Watch: Nervous market with broad indexes set to tumble at the open after JPM's miss this morning tipped futures lower.  In energy land, things remain fairly quiet, and futures are barely budging. We expect that to change next week with the usual pre quarter set of operations updates and volume pre-announcements along with earnings from one of our names with a non-standard fiscal year. In today's post please find the natural gas inventory slide show (first injection of the season comes in light and we have added a look at the trajectories from here in the slide show), comments on the FANG operations update, and the WIOWIO Update Part 5. 

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Ecodata Watch: 

  • We get PPI at 8:30 am EST (F = 0.1%, last read was -0.1%),
  • We get consumer sentiment at 9:55 am EST (F = 80.8, last read of 80). 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Natural Gas Inventory Review
  4. Stuff We Care About Today – WIOWIO Part 5,  FANG 
  5. Odds & Ends

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10
Apr

Thursday Morning

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Market Sentiment Watch: Fed statement rallies market. In energyland, domestic crude has gotten ahead of itself and the group has gotten a bit giddy as we approach the 1Q14 reporting season.  Please see the Holdings Watch section for a comment we wrote last week but want to reiterate again now.  In today's post please find the oil inventory slide show, the natural gas preview, and a list of takeaways (some general, some specific) by operator, in each play (at least the plays we care the most about) from IPAA. Please also note OPEC comments in the Commodities Watch section and our reiteration of a comment made a week ago in the Holdings Watch segment as something to keep in mind.   

 

Ecodata Watch: 

  • We get jobless claims at 8:30 am EST (F = 316,000, last week was 326,000),
  • We get the Imports Price index at 8:30 am EST (F = 0.2%, last read was 0.9%), 
  • We get the federal budget at 2 pm EST
  • Tomorrow we get PPI and consumer sentiment. 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Oil Inventory Review
  4. Natural Gas Inventory Preview
  5. Stuff We Care About Today – IPAA End of Conference Play Summary Notes
  6. Odds & Ends

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09
Apr

Wednesday Morning

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Market Sentiment Watch: AA kicks off the 1Q14 reporting season with a beat.  Look for our names to begin reporting in another 2 weeks, with HAL in the lead and the E&Ps starting to speak around the end of the month. In today's post please find the oil and natural gas preview, more comments from IPAA presentations, and our look at the ATHL acquisition. 

Ecodata Watch:

  • We get wholesale inventories at 10 am EST (no forecast, last read was 0.6%),
  • We get the FOMC minutes at 2 pm. 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Oil Inventory Preview
  4. Stuff We Care About Today – IPAA, ATHL
  5. Odds & Ends

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08
Apr

Tuesday Morning – WIOWIO Part 4

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Market Sentiment Watch: Market in need of profit taking seeks occasionally downdraft for short lived relationship. In energyland things remain fairly quiet as we creep closer to the beginning of 1Q14 reporting season. In today's post please find some comment highlights and thoughts on yesterday's IPAA presentations of interest along with a schedule of names we'll be listening to today and a fourth WIOWIO update and some other odds and ends. 

Ecodata Watch:

  • NFIB came in at 93.4 vs last month's reading of 91.4,
  • We get job openings at 10 am EST (no forecast, last reading of 4 mm).

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. Stuff We Care About Today – WIOWIO Part 4, IPAA yesterday and today, REXX, GST. 
  4. Odds & Ends

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07
Apr

Monday Morning

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Market Sentiment Watch: Lighter week on the economic data front with many eyes around the world focused on the pullback in tech. In energyland this week we have the Spring IPAA presentations for many of our owned names and for several names we are interested in. Oil markets this morning are noting the apparent gradual return of Libyan crude exports. The presentation schedule is in the Stuff section below. In today's post please find The Week That Was section and a number of other odds and ends. 

Ecodata Watch:

  • We get Consumer Credit at 3 pm EST (no forecast, last read was $13.7 B). 

The Week Ahead:

  • Tuesday 4/8: NFIB small business index, job openings, 
  • Wednesday 4/9: wholesale inventories, FOMC minutes,
  • Thursday 4/10: jobless claims, import prices, federal budget, 
  • Friday 4/11: PPI, consumer sentiment. 

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watch
  3. The Week That Was
  4. Stuff We Care About Today – Subscriber mailbag, TPLM, FTK, 
  5. Odds & Ends

Click the link directly below this to …  Continue Reading »

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