Archive for the 'COG' Category


13
Nov

Wednesday Morning – BE, COG

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. . Market Sentiment Watch: In today’s post please find the early read on oil inventories (API tonight, EIA tomorrow), the early read on natural gas inventories (very near peak storage now), an updated set of comments and cheat sheet for BE (see link), comments and an updated cheat sheet for COG, and some other […]


25
Oct

T.G.I.F. – COG, SWN, FSLR

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. . Market Sentiment Watch:  In today’s post please find the the natural gas review (in line), comments on the FSLR quarter, comments on the SWN quarter, comments on the COG quarter, and some other odds and ends.  Please see the calendar page as next week’s earnings release cadence really picks up. Ecodata Watch: We get […]


30
Sep

Monday Morning

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. . Market Sentiment Watch: End of quarter. And a little less fear as the White House says contrary to rumors Friday afternoon that it does not plan to de-list Chinese stock listed in the U.S. (solars including JKS, DQ, CSIQ should breath sigh of relief). China PMI also came in high to forecasts for […]


10
Sep

Tuesday Morning – Gassy Players Update

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. . Market Sentiment Watch: Energy gaining traction with a good amount of short covering in progress; see thoughts on this week’s oil news flow in the Commodity Watch section.  In today’s post please find an updated cheat sheet for high margin gassy player CRK, the Gassy Player update, a couple of other cheat sheet […]


29
Jul

Monday Morning – Busy Week Ahead

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. . Market Sentiment Watch: Very busy week ahead on the energy earnings front. And it’s Fed week and Nonfarm Payrolls week. No big reports this week from OPEC or IEA but we do get the usual monthly update on Wednesday from EIA.In today’s post please find The Week That Was, an updated cheat sheet […]

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