27
Feb
Wrap – Week Ended 02/26/21
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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,
Z
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