Archive for the 'EOX' Category


Thursday Morning – Earnings Tsunami

. . Market Sentiment Watch: Another busy one in E&P land on the earnings front.  In today's post please find the natural gas inventory preview, the oil inventory review (mixed bag) and comments on a dozen plus owned or names of interest E&Ps that reported last night or this morning. Our comments are briefer than usual due […]


Tuesday Morning

. . Market Sentiment Watch: China import/export data were mixed overnight. In the U.S. another economic data light day but at least the bond market is open to give equity and commodity markets a bit of guidance. In today's post please find comments, a cheat sheet, and EBITDA sensitivities on unowned and I Will Survive group member CRC […]


Wednesday Morning

. . Market Sentiment Watch: Most market eyes will focus on the Fed minutes this afternoon.Slow days of the end of summer 2015 continue. Divergence in XOP and other energy markers and oil continues as investors take increasing note of low debt names and names that will be closer to cash flow neutral as 2015 draws to a […]


Wednesday Morning – Earnings Tsunami

. . 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 […]



. .   Market Sentiment Watch: Greek fears persist. In energyland, Saudi Arabia continues to talk up demand and it's ability to meet it leading to muted pricing gains on a weekly basis. Expect a focus shift back to the Iran nuclear talks soon. We continue to execute on our plan of opportunistic adds in "stronger" names […]

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