31
Dec
Wrap 2022
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It was the best of times ...
- Our backyard: Oily E&P, Gassy E&P, Oil Service, some solar names.
... It was the worst of times
- Other peoples' ponds: The S&P500 and DJIA, tech, retail, Crypto, housing, some renewables names and most EV's (we have small interests here).
Holdings Watch:
- The Blotter is updated.
- For ease of use, we've moved 2019 to 2021 trades to the older blotter and the new blotter shows 2022 and forward.
- Our current mix:
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Z
First of all, happy new year
I was doing some digging into CRK and noticed a few interesting items that may have already been covered here:
If i am seeing correctly, short interest is above 13%–much higher than expected. Is this a direct move on the anticipated drop in nat gas?
Insider buys in the 4th quarter:
50,000 shares bought by Jay Allison 9/16/2022
14,000 shares bought Morris Foster 12/9/2022
15,000 shares bought Jim Turner 12/22/2022
Reviewing the 2022 blotter, quite a few rounds of buying CRK at levels ranging from $9 to $20. Now seems a good time to initiate a position ($13.71) if not currently invested.
As natural gas has fallen (and may continue) I am looking to add CRK, AR or CHK. Just trying to get caught up on some homework.
Thanks!
January 1st, 2023 at 11:01 pmPEMEX Fuel Theft Skyrockets to $750. + Million USD for the 1st 9 months of 2022………this is 3X a what they reported for the same period in 2021.
Here is the article :
https://mexiconewsdaily.com/news/pemex-losses-from-fuel-theft-escalated-in-2022/
January 2nd, 2023 at 3:54 pmWTI had a bit of a spurt on Friday.
January 2nd, 2023 at 11:32 pmDaily Traded up to minor resistance, where it stands tonight.
Hourly Friday’s close
https://flic.kr/p/2o9r1TV
XOP Stocks continue to consolidate with an upside bias. Demand volume positive.
Hourly as of last Friday’s close.
https://flic.kr/p/2o9sd7v
Breadth/Price momentum
https://flic.kr/p/2o9seeF
OIH stocks.
January 3rd, 2023 at 12:00 amStrong move continues. Price and Demand volume in gear for higher.
https://flic.kr/p/2o9rvQh
Daily
Breadth Volume continues to push advancing stocks higher. Bottom panel. 60% of OIH stocks above 50 MA.
Daily
https://flic.kr/p/2o9nGGJ