Thursday, July 28, 2022

End-Of-Day Report -- July 28, 2022

AAPL: huge beat.

AMZN: huge. No slowdown in consumer demand

AMZN: I think this is the story everyone is missing:

To put that in perspective, if I recall correctly, Apple only has $179 billion in cash. 


ROKU: down 26%. Streaming wars starting to sort out winners and loser.

  • third (?) biggest holding in ARKK

Color me as in "tickled pink." 

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OTHERS

CLR: press release

  • cash flow from operations: $1.74 billion
  • free cash flow: $1.23 billion
  • quarterly dividend: 28 cents, unchanged
  • net income: $1.21 billion; adjusted, $1.25 billion;
  • EPS: $3.35; adjusted $3.47

AMZN

  • earnings suggests my thoughts on Walmart's earnings were exactly on target

INTC:

  • down 7% after hours
  • semi-conductors / chips starting to sort themselves out
  • remember: huge "chip bill" just passed

CMCSA:

  • also down 9%; not good 
  • streaming wars starting to sort themselves out

Refiners, link here

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Back to the Bakken

WTI: $97.24.

Natural gas: $8.210

Active rigs: 45, according to NDIC, today's daily activity report.

One new permit, #39116:

  • Operator: Hunt -- SWD
  • Field: Ross (Mountrail County)
  • Comments: none

Re-entry:

  • 38351, Resonance Exploration, Resonance Wilmot 8-27H, SENE 27-162-80; 1437 FNL and 271 FEL, South Westhope; 

Eleven permits renewed:

  • Rimrock (5): all in Dunn County -- Amethyst, Citrine, Emerald, Ruby, and Sapphire
  • Slawson (4): all in Mountrail County -- four Mole permits
  • Bowline (2): two Shaffer permits

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