Archive for April, 2009


Swine Flu Monday

Flu Watch: Equity and commodity markets the world over are selling off as a new pandemic is feared. The one holdout is the U.S. dollar, which it turns out, makes a good mask for preventing the spread of the disease (good thing the Treasury keeps those printing presses running 24-7). I’m looking for a weak […]


Wrap – Week Ended 4/24/09

  Wrap Comments: 1 & 2.  Oil Service Continues Its Massive Run; Gassy Stocks Tread Water. Oil service earnings came in better than lousy which is to say they beat sharply downwardly revised  estimates this past week from HAL to BJS to SLB. To a tee managements commented on their lack of visibility in the […]



In Today’s Post: Holdings Watch Commodity Watch Natural Gas Storage Review Earnings Watch – SLB, SPWRA Stuff We Care About  Today – SD Odds & Ends Holdings Watch: (HK) – Added to the May $24 (HK) Calls (HKEO) for $0.60 with the stock at $21.80. Commodity Watch Crude oil ralliled $0.77 to close at $49.62 […]


Thursday – Natural Gas Preview and Oil Inventory Review Plus Lots O’ Earnings

  In Today’s Post: Holdings Watch Commodity Watch Natural Gas Preview EIA Oil Inventory Review Stuff We Care About Today Odds & Ends   Holdings Watch:   Added GMXR common for $9.61 yesterday (with the stock up 19% at the time). Why? We are transitioning from leverage is bad to leverage is not so bad […]


NFX 1Q09 Pre Call Note – Exceeds Expectations; Maintains Guidance

  NFX continues to motor along like a well oiled gassed machine. Couple of key takeaways from the quarterly release and @NFX update before we delve into the quarter: These guys are not growth for growth sake types, never have been, never will be. They are deliberately delaying completions in the Woodford due to low […]

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