Archive for the 'LNCO' Category


Tuesday Morning

. . Market Sentiment Watch: Market keyed up for one last round of Ben B tomorrow. Group continues to be in the doldrums as managers make profit protection related portfolio adjustments or just sleep in into year end. News flow should uptick one last time prior to dying off into the holidays. Sellside commentary continues to […]


Tuesday Morning – Back to 3Q13 Earnings

Market Sentiment Watch: All eyes remain focused on tomorrow's Fed statement which we see as more than likely remaining largely unchanges, especially as to the ongoing easing.  We zero no chance of a taper now and we think that recent events have likely pushed a taper further down the road. The L-shaped economic recovery continues.  In […]


Thursday Morning – Oil Review, Natural Gas Preview, WPX and More

  Market Sentiment Watch: The Energyland news flow torrent continue and we've been pleased with the direction it's been taking many of our long held names in the ZLT. In today's post please find the oil inventory review and the natural gas inventory preview (pretty moot at this point). Please also find in today's post […]


Thursday Morning – Lots More Energy Earnings

  Market Sentiment Watch:  Energy earnings season = so far, so good, no big surprises either way. This is the busiest day quarter to date in energy earnings land so some of our comments will be briefer and more to the point that usual. In the post please find the weekly oil inventory review, the natural […]



Market Sentiment Watch:  Overnight meltdown brought to you by consumer tech and partially offset by a better GDP number. In today's post please find summary comments on the COG 3Q12 results and wrap comments from yesterday's earnings reports of note including guidance comments from rich gas stalwart RRC and LINE. Please also find comments on […]

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