Archive for October, 2015


Wrap – Week Ended 10/23/15

. . Questions and comments under the wrap will be addressed in the Monday post.  . Click the link directly below this to … 


Friday Morning – SWN, COG

. . Market Sentiment Watch: No economic data release today may make the market a dull boy. Energy markets continue to trade sideways into the 3Q15 reporting season.  In today's post please find the natural gas inventory slide show (smaller than expected and smaller than 5 year average injection), comments on the SWN quarter (solid operations update and […]


Thursday Morning – Catalyst List Update Part II

. . Market Sentiment Watch: Nervous broad market conditions. In today's post please find the natural gas inventory preview, the oil inventory review (big headline build for crude, big headline draws for gasoline and distillates, an uptick in refiner throughput which may foretell nearer term than expected bottom in maintenance season, and flat week to week […]


Wednesday Morning – Catalyst List Update

. . Market Sentiment Watch: Market treading water on earnings and a limited trickle of economic data this week. In today's post please find our Catalyst List Part 1 Update.  This is an in depth update as we prepare for the 3Q15 reporting season with guidance, estimates and key events for each name covered. Please also find the oil inventory preview […]


Tuesday Morning – CRZO

. . Market Sentiment Watch: Alternating fear and confidence appears to be setting up the beginning of another sideways trading period / bottoming move for the stronger names as we approach earnings season.  In today's post please find an update set of comments and cheat sheet for CRZO including EBITDA sensitivity in the wake of last week's guidance and […]

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