30
Oct
Wrap – Week Ended 10/28/16
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The ZLT ended last week down 5.5% and is up 28.9% year to date.
The XOP and XNG ended the week down 4.5% and 5.3% respectively and are up 19.8% and 35.3% year to date respectively. We remain nearly 20% exposed to gassy names.
The OIH was off 5.1% on the week and is up 8.5% year to date. We remain lightly exposed to service names with less than a 5% weighting in the portfolio.
Look for the Energy Earnings Week 3 Calendar in the Monday post. It's quite crowded.
Look for a new version of 3Q16 So Far in the Tuesday post.
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Questions and comments under The Wrap will be addressed in the Monday post.
If you have questions about the site please send them to zman@zmansenergybrain.com or check out the How To ZEB link at left where they might already be addressed.
Have a good weekend.
Addendum Watch
In Friday's post we had an error in the exports table for LNG. Apologies for any confusion this may have caused. The corrected line now reads:
The Calendar tab has been updated to include the coming week's earnings earnings.
http://zmansenergybrain.com/subscriber-data/calendar/
October 30th, 2016 at 12:10 pm