Archive for the 'nfx' Category


Thursday Morning – MTDR, ECR and More

. . Market Sentiment Watch:  In today's post please find the oil inventory review (positive report (as weeklies go), the natural gas preview (still expecting a smaller than usual sized build today and therefore another expansion of the storage deficit which is already setting at decade plus lows), comments on forgotten little ECR's quarter (beat […]


Wednesday Morning – NFX, HCLP, WLL

. . Market Sentiment Watch: Busy day. In today's post please find the oil inventory preview, the oil by state/region production slide show, comments on the NFX quarter (big beat on big volume quarter with lower cost and strong realized prices, guidance increase, nice well highlights), comments on the HCLP quarter (in line, all eyes on sustainability […]


Wednesday Morning – NFX

. . Market Sentiment Watch: Improved energy sentiment in holding pattern. In today's post please find the oil inventory preview (smaller than expected oil and gasoline draws expected), the natural gas inventory early read (consensus expecting a number well below us, nice if right), comments and a cheat sheet NFX (another in our series of notably […]


Wednesday Morning – Earnings Avalanche

. . Market Sentiment Watch: Busy day (very good day in group earnings). In today's post please find the oil and natural gas previews, comments on the HCLP quarter (beat, fundamentals remain tight), comments on the PES quarter (beat, hitting on all cylinders now, estimates to move up, leverage situation continues to improve), comments on the NFX […]


Wednesday Morning – NFX, FANG, VNOM

. . Good Things To Know Watch:  It's tax time. Investment-related expenses that you may be able to deduct include fees for subscriptions to financial publications and research used to guide your investment decisions. Yeah, that includes us, but as always check with your tax guy.  Market Sentiment Watch: Markets may have appeared to have taken a break from […]

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