17
Oct

Wrap – Week Ended 10/17/20

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Tread in place week last week (down about 1%) which is fine given the prior week's 21% pop. We are seeing small signs of traction in the natural gas names, takeover speculation in some of our oily names, and profit taking in chop in fuel cells while solar and wind continue to be beyond resilient.

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Holdings Watch:

No free pieces last week. Look for some new ones this coming week.

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Questions and comments will be addressed in the Subscriber Mailbag section of the Monday post.

Look for:

  • HAL (unowned) quarter review in Monday's post along with The Week That Was,
  • The 3Q20 Energy Earnings Calendar - Week 2,
  • The Gassy Players update will be Tuesday's post,
  • WIOWIO Part 6 next week,
  • A new name review next week.

Curious about the site?  Why not take the $10 test drive?  Contact zman@zmansenergybrain.com.

Have a good rest of the weekend,

Z

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