Archive for the 'SN' Category


12
Jan

Tuesday Morning – SN

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. . Market Sentiment Watch: Baby and bathwater action continues with WTI off 15% in the first 6 trading days of the year. We continue to sit firmly on hands and do homework. In energyland the group continues to trade in fear of oil which itself continues to trade poorly in front of the weekly inventory reports. We […]


29
Sep

Tuesday Morning – SN

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. . Market Sentiment Watch: Nervous market conditions remain in effect remain in effect for the broad equity and commodity markets. We continue to read and do some math and wait for adds. In today's post please find some quick comments on SN and BBG (another reaffirmed borrowing base despite all the fears in the […]


07
May

Thursday Morning – More Earnings Avalanche

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. . Market Sentiment Watch: Nervous broad market backdrop has returned. Please see our comments in the Commodity Watch on the oil inventory report and then in the summary section for near and medium term thoughts on oil.  In today's post please find the natural gas inventory preview, the oil inventory review, and comments on another swarm […]


23
Dec

Tuesday Morning – SN, SWN, REXX, CLR

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. . Market Sentiment Watch: One last burst of pre holiday economic data releases today should provide a little bit more of an interesting market than yesterday's sleeper. In today's post please find a requested look at SN EBITDA sensitivity, comments on the REXX budget (44% cut in the budget with 30% growth and essentially no […]


25
Sep

Thursday Morning – SN

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. . Market Sentiment Watch: Market trying to pull out an end of quarter rally on stimulus hopes in both Europe and China but our sense remains that end of quarter nervousness will loom large with fundamentals ignored during repeated baby and bathwater sessions. We may be about to enter a period of sideways trading but […]

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