Archive for July, 2008


MENDing Oil

Word Of The Day Watch: Detonation Engineer. See it in context: "In keeping with our pledge to resume pipeline attacks within the next 30 days, detonation engineers backed by heavily armed fighters from the Movement for the Emancipation of the Niger Delta … sabotaged two major pipelines in Rivers state of Nigeria," the group said […]


Wrap – Week Ended 07/25/08

  Got a bit wrapped up this weekend; may get to update the wrap with comments tonight but it looks unlikely.   It was another poor week for performance and we did a little bit of repositioning in preparartion for the third and busiest week of the 2Q earnings season to date as the rapid […]



    In Today's Post: Holdings Watch Commodities Watch – with natural gas storage review Stocks We Care About Today Odds & Ends Holdings Watch: (repositioned some CHK and HK August calls for a perceived soon to come rebound)  CHK – Out CHK $75 calls for $0.05, down 99%. CHK – Added August $50 CHK […]


Thursday – Gas Preview & Oil Review + Lots More Earnings

    In Today's Post: Holdings Watch Commodity Earnings Watch – NFX, DO, RRC Stocks We Care About Today – EAC Sanish Success Odds & Ends Holdings Watch: No change Commodity Watch: Natural Gas closed down $0.28 at $9.79 yesterday; despite an attempt to rebound early in the day, gas could not defy the gravity-like […]


NFX 2Q08 – Another Production Based Beat – Pre Call Note

In A Nutshell: Newfield beat top and bottom line Street expectations due to better than expected production volumes and operating cost discipline. Key plays continue to ramp impressive while finding costs and operating costs per unit are declining. If I had to point to anything on my wish list that I didn't get it was […]

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