Archive for October, 2012


Welcome Back Wednesday

  Market Sentiment Watch: U.S. markets are open for business today. Look for somewhat heavy volumes as it's month end, year end for some, and window dressing time for many funds.  In today's post please find wrap for XCO earnings report from yesterday and a few other odds and ends. Today is a slow one on […]


Tuesday – Earnings Continue To Flow, U.S. Markets Remain Closed

  Market Sentiment Watch: U.S. Markets and federal government closed again today. It's also highly likely we see oil and natural gas storage reports delayed this week. We have a number of companies who reported last night and who plan to hold conference calls today and we will be on those calls. Our thoughts on them […]


Monday Morning – U.S. Markets Closed Due To Sandy

  Market Sentiment Watch:  Ecodata heavy week culminating in the last payrolls report before the election but all U.S. stock and option markets are closed today (and likely tomorrow as well) due to Hurricane Sandy. In today's post please find The Week That Was, the 3Q12 energy earnings calendar for week 3 (more E&Ps we […]


Wrap – Week Ended 10/26/12

Wrap comments will be included in the Monday post along with The Week That Was running through last week's changes in oil and natural gas inventories and a litany of energy earnings reports along with this week's Energy Earnings calendar. Holdings Watch: We added to four ZLT positions last week during market/group related weakness. The […]



Market Sentiment Watch:  Overnight meltdown brought to you by consumer tech and partially offset by a better GDP number. In today's post please find summary comments on the COG 3Q12 results and wrap comments from yesterday's earnings reports of note including guidance comments from rich gas stalwart RRC and LINE. Please also find comments on […]

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