Archive for the 'FSLR' Category


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 […]


19
Sep

Thursday Morning – FSLR

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. . Market Sentiment Watch: Energyland more quiet, less cautious. Corporate news flow in the normal end of 3Q lull. In today’s post please find the oil inventory review (benign report, bigger than expected throughput drop but the rest of the internals were fine and the big drop in gasoline demand is common this week […]


02
Aug

Friday Morning – Earnings Avalanche Continues

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. . Market Sentiment Watch: Ridiculous.  Sentiment in the space at new 2019 low after tweet driven oil slump. We see that as overdone and technical. In today’s post please find the the natural gas review (bigger than expected by Street or Z4, comments on the EOG quarter (in line, may get hit early but […]


22
Feb

Friday Morning – COG, PE

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. . Market Sentiment Watch:  In today's post please find the the natural gas review (bigger than expected withdrawal, trough forecast revised lower), the oil inventory review (positive side of neutral in our view, as weeklies go highlighted by a new record high for U.S. oil exports and product draws along with the expected negative […]

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