Archive for April, 2011


Wrap – Week Ended 4/29/11

Next week look for another swarm of mid cap E&P earnings, the natural gas supply slide show, ZLT performance year to date, a new idea or two, and a fresh catalyst list.



  Market Sentiment Watch: A number of non-energy Dow components beat expectations this morning which should help to buoy the broad markets into the weekend. In energy land it's been a long week of earnings announcements that turns much more quiet today before another storm of key names report next week to bring the majority […]


Thursday – Gas Preview, Oil Review Plus Lots More Earnings

  Market Sentiment Watch: Biggest energy earnings day of the season so far so please find a number of earnings briefs in the Stuff section below.  NOG hired a new accountant eliminating one of the recent "concerns" voiced by shorts … should be interesting. My original response to the shorts can be seen here.  Ecodata […]


Wednesday Morning – Lots More Earnings Reports

    Market Sentiment Watch: All eyes on Fed and on Ben's first press conference. Most expect little change even with the new format. Someone should ask about distressed assets on the Fed's balance sheet that could be liquidated to provide a stealth QE3, which would probably be a boost for equities and probably more punishment […]


Tuesday Morning – More Earnings

    Market Sentiment Watch:  Today Dow components and other large caps largely offering Street pleasing results today. Yesterday was probably a good preview on what summer will look like. Volumes were well light of normal but there was an underlying bid to the group. It does not feel like "sell in May and go […]

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