Archive for December, 2014


Wednesday Morning – SWN

. . Market Sentiment Watch: Year end noise in the names remains on the extreme end of the scale.  In today's post please find an updated cheat sheet on SWN with a few post call thoughts (apologies if we are wearing the reader out on this but SWN is our #1 natural gas holding in terms […]


Tuesday Morning – SWN, ECR

. . Market Sentiment Watch: Group continues to drift. This should not be surprising considering the time of year (tax loss selling still present as is fear over oil and natural gas prices) in the wake of the 3Q and 4Q14 performances. In other words, we see this year end trading action as noise, predictive […]


Holiday Friday Post

. . Our best wishes for a safe and happy holiday season for you and yours.   Click the link directly below this to … 


Christmas Eve Wednesday – 2015 Oil View

. . Market Sentiment Watch: Expect a slow day as people take off early.  In today's post please find our 2015 oil price forecast thoughts and some other odds and ends. Notably WTI closed up $1.86 yesterday at $57.12 (having been off $1.87 on Monday). This is noise but one has to wonder what presents Ali Naimi will leave under the market's […]


Tuesday Morning – SN, SWN, REXX, CLR

. . Market Sentiment Watch: One last burst of pre holiday economic data releases today should provide a little bit more of an interesting market than yesterday's sleeper. In today's post please find a requested look at SN EBITDA sensitivity, comments on the REXX budget (44% cut in the budget with 30% growth and essentially no […]

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