Archive for April, 2008


Wednesday – Fed Decision Likely To Overshadow Inventory Report

Pardon the formatting and incomplete piece on NOV this am. Lost power and battery backup allowed me to copy and transfer to a remote site. One monitor with delayed quotes for the next 3 hours….ouch.    In Today's Post:    1. Morning Thoughts   2. Holdings Watch   3. Commodity Watch   4. Stocks We Care About Today […]


Tuesday Morning – Oil Backs Off

Getting ready for a red screen on the open. Likely to make a run at FTO calls (see VLO's earnings below) and may add more (CHK) as well (see WIOWIO section addendum below). In Today's Post: Holdings Watch – sold a little NFX and HK call positions. Commodity Watch Why I Own What I Own […]


Monday Morning – Welcome To Energy Earnings Week Three

Good Morning. Oil and gas prices remain aloft early this morning and we are in for another busy week of earnings. I continue to take advantage of higher stock prices in the group by taking profits in the near month and extending out longer and higher where appropriate.  In Today's Post: Commodities Watch Holdings Watch […]


Wrap – Week Ended 04/25/08

  What a week! Rally, rally, rally, dollar strength related pause, rally. Several of our favorite names turned in double digit share price performance and we not only didn't sell during that little bout of sector indecision on Wednesday/Thursday but added to some of our names as strong earnings and strengthening stories weren't being reflected […]


T.G.I.F. Because Everybody’s Going On Strike Or Blowing Things Up Anyway

In Today's Post: Holdings Watch: Add more NFX calls Commodities Watch Stocks We Care About Today – SWN, NFX (wrap), Odds & Ends Holdings Watch: CALLS: (NFX) -Entered May $65 Calls for $1.35. PUTS: No trades yesterday Commodities Watch: Crude Oil: traded off $2.24 to close at $116.06, after hitting a mid day low of […]

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