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The ZLT ended the week up 1.9% on the week with oil service again taking the lead, though, leaving off Friday, several of our upstream holdings scored new multi month highs as we approach 2Q23 earnings season, aided by rising oil prices and fairly resilient natural gas.
The latest iteration of our energy earnings calendar can be found on the 2Q23 link at left.
Holdings Watch:
- We used the Friday swoon to add to three oily E&P names.
- The blotter is updated.
Questions and comments under The Wrap will be addressed in the Subscriber Mailbag section of the Monday post.
If you're not a subscriber why not come check us out during the busy time of 2Q23 earnings? Questions about the site may be directed to Zman@zmansenergybrain.com
Have a good weekend,
Z
