Archive for the 'BAS' Category


22
Jul

Friday Morning – SWN, SLB, OII, and the Natural Gas Inventory Review

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. . Market Sentiment Watch: Busy day today as we have a number of reports from names we care about. As always we will have live notes from the calls when possible and notes later in the day for any overlapping calls. In today's post please find comments on SWN (reported better than expected 2Q16 volumes, upped guidance, […]


21
Apr

Thursday Morning – ECR

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. . Market Sentiment Watch: Complacent broad market conditions persist. Single digit midget week continues today with a look at levered gassy name ECR. In today's post please also find the oil inventory review (inline crude build with down Cushing, record for time of year gasoline demand but a smaller than expected pull on a gasoline imports […]


13
Dec

Thursday Morning

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  Market Sentiment Watch:  Markets advances on stimulus news and retreated on Ben's explanation of the Fed's new economy based target system. Our groups remain largely in sideways trading mode however yield names seem to remain under a bit more tax related worry than energy at large. In today's post please find the oil inventory review, […]

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