Archive for the 'ENPH' Category


05
May

Wednesday Morning

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. . Market Sentiment Watch: Someone asked me yesterday with regard to 1Q20 reports, “isn’t all the news just bad now anyway as you listen to call after call?” I was a bit shocked by the question. The short answer is NO. The longer answer is even at current low low oil prices, the names […]


19
Feb

Wednesday Morning – FANG, CXO, ENPH

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. . Market Sentiment Watch: Getting busier as we wade into earnings season as Corona is an issue (or not) for the group and or markets depending on which day you look. In today’s post please find: the early read on oil inventories, comments on the FANG quarter (in line EBITDA on pre announced volumes, […]


30
Oct

Wednesday Morning – Earnings Mini Avalanche

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. . Market Sentiment Watch: Busy day and will get busier from here. . In today’s post please find the oil inventory preview (expecting positive looking numbers relative to consensus for crude and time of year; API was messy, literally, see below), the natural gas inventory preview (only a few injecting weeks left in the […]


06
Sep

Friday Morning – ENPH

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. . Market Sentiment Watch: Payrolls, rates in focus.  In today’s post please find the oil inventory review (better than expected headline numbers and strong internal yield a positive report (as weeklies go), the natural gas preview (slightly bigger than expected injection but still within the bounds of historic norms for the week despite all […]

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