Thursday, August 5, 2021

Notes From All Over -- August 5, 2021

Natural gas, link here:

  • Texas Eastern pipeline
  • back in operation: opens "a floodgate for more Appalachian gas to flow to US Gulf Coast
  • bullish for Northeast gas market
  • flows through Danville compressor station up 300 MMcf/d
  • northeast-to-southeast capacity lifted by 500 MMcf/d
  • Columbia Gas, Eastern Gas South cash prices jump August 4, 2021

NOG: earnings, 2Q21 -- 

  • cash flow up 42% fro 1Q21
  • declares a 50% increase in dividend over 1Q21
  • guidance: will do more with less
  • NOG up almost 6% up almost a buck; trading at $16.81

ERF: will report after market closes today

  • at $5.91 trading up 3.50%

SRE: earnings, 2Q21 --

  • EPS: beats byk 6 cents
  • beats on revenue
  • updates guidance
  • GAAP EPS misses by 29 cents
  • this $124-stock is up $1.16 today, trading at $132; whoo-hoo
  • pays 3.33%

AMD: my new favorite stock to follow

Covid-19: Louisiana --

  • clearly experiencing a fourth wave;
  • cases straight up
  • deaths starting to reflect the fourth wave
  • it may be not be as bad as the third wave, but will clearly be worse than the second wave

Chariots on fire! The Washington Post -- go ahead -- park your Chevy Bolt and/or your Tesla inside your garage;

Weber IPO: prices below expectations.

BP: increases dividend. Previously posted. 

XOM: the company's falling production is highly bullish for oil prices -- link to Alex Kimani.

India: gasoline demand surges.

Roku, link here:

  • stock slides as "reopening" leads to less streaming: no.
  • check out its P/E

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