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