The ZLT was up 2% last week and is up 27.6% year to date. The XOP was up 1% and is up 14.8% YTD.
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This entry was posted on Saturday, July 16th, 2016 at 10:57 am	and is filed under Uncategorized. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.
Z – i notice the NG number in the chart above says 64 on 7/8 (a friday) but doesn't reflect this past week. Is that a typo? Should it show 7'/7 and 7/14?
re 2 – no, storage is lagged a week. Same goes for the oil inventory numbers. So when we got the inventory report last Thursday, it was for the preceding week's implied natural gas inventory flows.
This coming week we get the first taste of the 2Q16 reporting season with reports from: HAL, SLB, BAS, SWN, OII. If you know of others that should be on the first week's list please let us know, thanks.
Interesting but for now too pricey to be much of a threat to gasoline demand, at least not as risky as a ramp in bicycle sales.
Given the news about BCEI, anyone (z and / or others) care to venture a likelihood of BK and full liquidation of the common there?
I know it's no longer owned in the Z portfolio. I still have some shares and trying to gather info to decide how to proceed.
Crazy how thes companies are choosing the BK instead of selling off assets to wait out higher prices.