19
Feb
Wrap – Week Ended 2/16/24
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We are traveling this weekend and this will be brief. Last week was a good one for the ZLT, with the portfolio up 8.3% as a number of our names made the "right" 4Q23 calls and other names bounced with better oil prices. One of our key oil service holdings also easily beat the Street and guided above the Street's less optimistic view. Earnings action begins to accelerate this week but really gets going the following week.
Last Week's Free Stuff:
Holdings Watch:
- We added to our position in CHRD at $163.57.
- The Blotter is updated.
Questions and comments under The Wrap will be addressed in the Tuesday post.
We're been through reports from 26 names we own and/or care about this reporting season with another 50 to go. Inquire about a test drive at zman@zmansenergybrain.com
Have a good long weekend,
Z
HDD’s suprised to upside vs the forecast for last week.
Forecast was 161 last Monday.
Last week came in at GW-HDD 183.
February 19th, 2024 at 10:26 amFYI – The link at the top to CRK Seeking Alpha article appears to require SA Premium subscription.
February 19th, 2024 at 4:24 pmre 2 – thanks, try this one:
https://seekingalpha.com/article/4669961?gt=f76d5ecc95238a76
February 19th, 2024 at 7:07 pmStill says I need Premium. Maybe SA has an issue/problem?
February 19th, 2024 at 7:33 pmre 4 – Not sure, that link in 3 is supposed to be a free share one. Alternatively check here:
https://zmansenergybrain.com/2024/02/14/wednesday-morning-crk-eqt-gnrc/
February 19th, 2024 at 7:53 pmYep, just looking to share with my friends that aren’t Z subscribers.
February 19th, 2024 at 8:08 pmre 6 – thanks for that.
February 20th, 2024 at 9:04 am