14
Nov
. Housekeeping Watch: If you need technical support please contact zmanalpha@gmail.com Please bookmark our back up site, just in case: www.zmanbackup.wordpress.com. If you are not getting emails at the proper address or not getting them at all please let us know at zmanalpha@gmail.com In today’s post please find: the natural gas inventory preview, the oil inventory […]
Posted in MGY, Uncategorized | 22 Comments »
13
Nov
. Housekeeping Watch: Please bookmark our back up site, just in case: www.zmanbackup.wordpress.com. If you are not getting emails at the proper address or not getting them at all please let us know at zmanalpha@gmail.com In today’s post please find: the natural gas inventory preview, comments on the SND quarter, comments on the MNR quarter, and […]
Posted in MNR, SND, Uncategorized | 51 Comments »
12
Nov
Housekeeping Watch: If you need to contact us please use zmanalpha@gmail.com for quicker response. In today’s post please find: the early read on natural gas storage, comments on the OPEC Monthly, comments on the SHLS quarter, and some other odds and ends. Ecodata Watch: We get NFIB small business optimism came in at 93.7 vs […]
Posted in SHLS, Uncategorized | 45 Comments »
11
Nov
Thank you Veterans for all you did and continue to do. Miss you dad. In today’s post please find: The Week That Was, The Week Ahead, ENPH comments, and some other odds and ends. In case you missed The Wrap Eco Data Watch: No economic data, bond market closed. The Week Ahead: Tuesday – […]
Posted in Uncategorized | 28 Comments »
09
Nov
. The ZLT was up 14.7% on the week last week. We are traveling this weekend so this will be short. Holdings Watch: Last week we added to: CHRD (Bakken, cheap, overly beaten down, strong balance sheet, good return of capital player ahead of their 3Q24 call), GRNT (high dividend yield, low leverage, rising oil […]
Posted in Uncategorized | 2 Comments »