Archive for the 'CWEI' Category


Tuesday Morning – CWEI, LPI, REXX, Permian Deals Update

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. . Market Sentiment Watch: Economic data flow likely to be eclipsed market machinations in the run up to Friday's inauguration. News flow in the group cranking up rapidly. On the heels of acquisitions and offerings in the Permian and a major acquisition in the Eagle Ford last week and the corporate deal of NBL buying […]



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. . Market Sentiment Watch:  In today's post please find the oil inventory review (a slightly more benign version of what API foreshadowed the day before with a larger than expected oil build due to a bounce in imports that more than offset a size rise in refinery throughput, a larger than expected gasoline stocks […]


Wednesday Morning – Earnings Tsunami

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. . Market Sentiment Watch: Group traction levels still low as default fears grow within the E&P group (as indicated by a recent rapid further advance in the group high yield spread).  In today's post please find comments on a flood of owned and unowned names we care about holding 2Q15 conference calls today. Due to the shear […]


Wednesday Morning – Oil Inventory Preview

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. . Market Sentiment Watch: Another day of little real economic data for the market to sink it's teeth into until the parsing of the Fed minutes, which are from before the last oddball Nonfarm Payrolls number and as such may get less than their usual amount of scrutiny.  In energyland, the names continued to […]


Thursday Morning – Earnings Avalanche

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. . Market Sentiment Watch:  NFX wins best call of the season to date with 4Q call yesterday.  Who would have thought you could take the same disciplined approach for several years straight and yet go from goat to hero in the eyes of so many who didn't get it back then, especially now, with prices […]

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