30
Mar
Wrap – Week Ended 3/30/18
.
.
Our largest position, RSPP, was acquired by CXO (unowned) in an all stock transaction on Wednesday. Please see the Wednesday and Thursday post for thoughts.
In case you missed it, the natural gas summary table and the natural gas graphs were added to the Thursday post.
Last week the ZLT was up 4.7% and ended 1Q18 down 6.6%.
We currently own 17 names in the ZLT.
- The Z4 Research Positions graphs are updated.
- The Blotter is updated.
- We are currently 21% cash in the ZLT.
Questions and comments under The Wrap will be addressed in the Monday post.
Have a Happy Easter
