Wrap – Week Ended 02/26/21



4Q20 energy earnings season is winding down. Traditional energy has held up well (largely on strong oil prices and reiterated promises of capital discipline) but tech/renewables has gotten increasingly sloppy over the last couple of weeks.

Holdings Watch:

  • We added to 1 core gassy name last week.
  • We added to 1 core wind name last week.
  • We further shaved positions in QS (up 302%, preceding sale was > $101) and PLUG (up 765%; preceding sale was at $75)

Free Stuff Last Week: 

Questions under The Wrap will be addressed in the Monday post. 

Questions about the site can be directed to zman@zmansenergybrain.com

Have a good weekend, 


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