Archive for February, 2014



. .   Market Sentiment Watch: Wrapping up a busy week of earnings with another set of key name 4Q13 reports. In today's post please find the natural gas inventory slide show, comments on the 4Q13 results at SWN (in line quarter and big Fayetteville and Marcellus wells but Brown Dense still a waiting game), KOG (fine on pre-announced […]


Thursday Morning – Still More Earnings

. . Market Sentiment Watch: Yellen testimony to be focus although doubtful she offers much new vs her House testimony two weeks ago. Concern over what's going on in Ukraine with regard to Russia and North Korea also likely creeping into futures as well. In energyland it's another really busy day as far as E&P 4Q13 reports […]


Wednesday Morning – More Earnings

. . Market Sentiment Watch: Theme of the E&P 4Q season so far has been to guide flat for 1Q14 if not 1H14.  Not altogether a rare thing but given recent weather it's not surprising that the turn of the calendar didn't forestall lingering impacts early in the year.  Market is largely taking this in […]


Tuesday Morning – More Earnings

. . Market Sentiment Watch:  Busy mornings now through Friday so we'll just get to it. In today's post please find comments on the EOG (strong stuff, big upgrade to the EFS potential reserves), ROSE (in line with interesting items), CRZO (solid) and AREX (unowned but interesting, maybe increasingly so) quarters along with the quick thoughts on […]


Monday Morning

. .    Market Sentiment Watch: Tsunami of E&P 4Q13 reports this week (see calendar in the Stuff section or on the Calendar tab) as 14 owned names and another 8 names we care about report. We like busy weeks and this is going to be a really busy one.  On the ecodata front we […]

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