Archive for the 'ENPH' Category


01
Dec

Thursday Morning – Oil Review, Natural Gas Preview, ENPH

.  . In today’s post please find: the oil inventory review (positive side of neutral report as weeklies go), the natural gas preview (consensus fell sharply from that opening small sample set … our thoughts are that the Street is still too big on weather and the holiday but next week should then be a […]


26
Oct

Wednesday Morning – ENPH, NEX, RES

. . Housekeeping Watch:  8 calls down, 65 to go. Very busy reporting week in the energy space. Some of our comments will be more brief than usual. If something isn’t clear please ask. In today’s post please find: the oil inventory preview, the natural gas inventory preview, comments on three names reporting 3Q22 results, […]


07
Sep

Wednesday Morning – ENPH

 . . Housekeeping Watch:  If you sent us an email and didn’t get a response back pretty much immediately it likely was routed to spam. We get A LOT of spam and sometimes miss those notifications. If you think this is the case text us using the contact number on the contact page. In today’s […]


27
Jul

Wednesday Morning – Fed + More Energy Earnings and the Oil and Natural Gas Inventory Previews

 . . Market Sentiment Watch: All eyes and ears on Fed action and press conference today.  Housekeeping Watch:  High call volume begins today. Please note that some of our comments may be more brief than usual. If something is not clear please ask.  In today’s post please find: the oil inventory preview (benign report expected , […]


26
May

Thursday Morning – ENPH

.  Housekeeping Watch:  Are we using the correct email for you and are you getting our ZBLAST trade notifications?  If not let us know at zman@zmansenergbrain.com  As always, ask questions if you have them. . In today’s post please find: the oil inventory review (pretty neutral as weeklies go, weaker than expected headlines but the […]

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