Archive for the 'PE' Category


20
Nov

Tuesday Morning – PE, JAG

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. . Market Sentiment Watch: All eyes on tech, home builders, retail sales and trade comments back and forth with China with ten days to go until G20 while Goldman says raise cash and slashes targets in multiple industries (notable hitting COG today, see below) while upping their rating on the defensive Utilities sector. In today's post […]


02
Nov

Friday Morning – PE, EOG

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. . Market Sentiment Watch: Payrolls Friday but it's U.S. and China at the G20 later this month that everyone cares about as the White House seeks to arrive at a trade deal by then. In the energy space we've seen three lackluster deals in a week. We've owned none of the names in question having […]


14
Aug

Tuesday Morning – PE, JAG, AMR, MGY

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. . Market Sentiment Watch: Group watching oil closely now in the wake of updates over the last week from EIA STEO, IEA, and OPEC. In today's post please find comments and an updated cheat sheet for PE, comments and an updated cheat sheet for JAG, comments on the AMR quarter, and some other odds […]


08
Aug

Wednesday Morning – Earnings Avalanche

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. . Market Sentiment Watch: Busy day. In today's post please find the oil inventory preview, the natural gas preview, comments on the PE quarter(beat, raise on production and capex, best in show diffs), comments on the PXD quarter, comments on the XOG quarter(in line top line, miss on EBITDA due to hedge impacts), comments on the PVAC […]


13
Jul

Friday Morning – PE

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. . Market Sentiment Watch: Summer doldrums continue. We continue to prep for the 2Q18 reporting season. In today's post please find the the natural gas review (in line, increased the deficit to the five year average to back over half a Tcf; look for a similar sized injection next week), an updated catalyst list […]

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