Archive for July, 2018


31
Jul

Tuesday Morning – PES, RRC

. . Market Sentiment Watch: Plethora of broad market moving data today. In today's post please find the early read on oil inventories, comments on the PES quarter (in line top line, messy quarter miss on items, soft guidance), comments on the RRC quarter (solid results; good price guidance), and some other odds and ends.  Ecodata Watch: […]


30
Jul

Monday Morning

. . Market Sentiment Watch: Monster week on the economic data front. In energyland, last week was once of over-reactions (HAL, COG, and maybe HCLP (we'll see this week)). This week we start to get some more meaningful data points from upstream names and as a reminder we don't see this as a big catalyst […]


28
Jul

Wrap – Week Ended 7/27/18

. . Questions and comments under The Wrap will be addressed in the Monday post.  The Blotter is updated (one change made last week). The ZLT Positions page will be updated on Saturday.  Subscribe to Z4 Research now as we enter the heart of the earnings season (we own 21 names, we generally listen to and […]


27
Jul

Friday Morning – COG

. . Market Sentiment Watch:  In today's post please find the the natural gas review (another smaller than expected build highlights generation growth again; next week expect a somewhat larger build but storage is increasingly positioned to be price supportive), comments on the COG quarter (OK quarter, hockey stick 2H arriving as scheduled), and some other odds […]


23
Jul

Monday to Thursday Post

. . Market Sentiment Watch: We are on a workation this week. Today's post will grow as the week progresses. Today, please find comments on the HAL quarter (in line, upbeat, call notes to be added this morning) and comments on string of HCLP news (big customer supported expansion, further vertical integration, and a monster jump in […]

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