14
Nov

Thursday Morning – Dueling Inventory Reports, MGY

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Housekeeping Watch:

In today's post please find:

  • the natural gas inventory preview,
  • the oil inventory snapshot preview, 
  • MGY cheat sheet update,
  • SND comment,
  • Housekeeping Watch,
  • and some other odds and ends.

Ecodata Watch:

  • We get jobless claims at 8:30 am EST (F = 220,000 vs 221,000 last week),
  • We get PPI at 8:30 am EST (F = 0.2%, last read was 0.0%),
  • We get the EIA natural gas storage report at 10:30 am EST.
  • We get the EIA oil inventory report at 11:00 am EST.

In Today’s Post:

  1. Holdings Watch
  2. Commodity Watc​h - with oil inventory slide show and natural gas inventory previews
  3. Stuff We Care About Today - MGY, SND, Week 5 Calendar, Housekeeping Watch
  4. Odds & Ends

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13
Nov

Wednesday Morning – SND, MNR

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Housekeeping Watch:

In today's post please find:

  • the natural gas inventory preview, 
  • comments on the SND quarter,
  • comments on the MNR quarter,
  • and some other odds and ends.

Ecodata Watch:

  • We get CPI at 8:30 am EST:
    • Headline forecast is 0.2%, flat with last month,
    • YoY forfecast is 2.5%, last month was 2.4%,
    • Core forecast is 0.3%, flat,
    • Core YoY forecast is 3.3%, flat. 
  • We do not get the EIA oil inventory report until tomorrow due to the holiday. 

In Today’s Post:

  1. Holdings Watch - see note
  2. Commodity Watc​h - with oil and natural gas inventory previews
  3. Stuff We Care About Today - SND, MNR, MGY,This week's calendar, Housekeeping Watch, 
  4. Odds & Ends

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12
Nov

Tuesday Morning – OPEC, SHLS

Housekeeping Watch: If you need to contact us please use zmanalpha@gmail.com for quicker response.

In today's post please find:

  • the early read on natural gas storage,
  • comments on the OPEC Monthly,
  • comments on the SHLS quarter,
  • and some other odds and ends.

Ecodata Watch:

  • We get NFIB small business optimism came in at 93.7 vs 92.0 expected adn last months' 91.5.  

In Today’s Post:

  1. Holdings Watch - Busy day yesterday. Also see the additional note.
  2. Commodity Watch - OPEC Monthly, Some Oily Thoughts,
  3. Stuff We Care About Today – SHLS, This week's calendar, Housekeeping Watch 
  4. Odds & Ends

Click the link directly below this to ...

Continue Reading »


11
Nov

Monday Morning – 3Q24 Energy Earnings Week 5

 

Thank you Veterans for all you did and continue to do. Miss you dad.

    In today's post please find:

    • The Week That Was,
    • The Week Ahead,
    • ENPH comments, 
    • and some other odds and ends.

    In case you missed The Wrap

    Eco Data Watch: 

    • No economic data, bond market closed. 

    The Week Ahead: 

    • Tuesday - NFIB optimism, OPEC Monthly, 
    • Wednesday - CPI, EIA STEO,
    • Thursday - Jobless claims, PPI, EIA Natural Gas Storage, EIA Oil Inventories
    • Friday - Import price index, Empire State, US retail sales, industrial production, capacity utilization. 

    In Today’s Post:

    1. Holdings Watch - see additional note
    2. Commodity Watch
    3. The Week That Was
    4. Stuff We Care About Today – The Week Ahead, ENPH, Housekeeping Watch, 
    5. Odds & Ends

    Click the link directly below this to ...

    Continue Reading »


    09
    Nov

    Wrap – Week Ended 11/8/24

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    The ZLT was up 14.7% on the week last week. We are traveling this weekend so this will be short.

    Holdings Watch:

    • Last week we added to:
      • CHRD (Bakken, cheap, overly beaten down, strong balance sheet, good return of capital player ahead of their 3Q24 call),
      • GRNT (high dividend yield, low leverage, rising oil cut, better than expected 2025 guide non-operator/hydrid Permian centric E&P during and after their 3Q call)
      • and one pressure pumper last week.
    • The trading blotter is updated.

    Questions and comments under The Wrap will be addressed in the Monday post.

    Questions about the site or for a test drive should be sent to zmanalpha@gmail.com.

    Follow us on Seeking Alpha here. 

    Get notified of free posts by dropping your email in the Get Notified section at upper left.

    Thank you veterans,  Have a good weekend,

    Z

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