New Report Shares Key Insights from 100+ Qtly Earnings Reports

Quarterly earnings calls are a great source of industry information, particularly during the question & answer sessions, when analysts help breathe life into stale earnings press releases by asking questions that many times force managers to go off-script. They are also excellent ways to check on the competition, and to "channel check" by seeing how different parts of the value chain are performing, such as oilfield service, E&P, and midstream companies. MDN highlights these calls from time to time, extracting salient comments. A typical earnings call lasts an hour. Unless it's your business to listen to these calls, who has the time to review them all? We'll tell you who: NGI (Natural Gas Intelligence). NGI's research department is top notch, lead by former Wall St. analyst (and MDN friend) Patrick Rau. As he does each month, Pat (and other NGI analysts) have just sat through 100 earnings calls (over 200 hours!). Each quarter, going back years, Pat and NGI's analysts have created a concise report that summarizes the main/big/wickedly interesting points to come from these calls. Normally that quarterly report is for internal purposes only--for NGI's sales and journalistic arms. This time, however, NGI has decided to publish it. Among the companies analyzed in the "4Q16 U.S. Oil & Gas Earnings Report: Research & Analysis" report are some of the biggest and best in the Marcellus/Utica, including Chesapeake Energy, EQT, Halliburton, Marathon, Range Resources, Rice Energy and Williams. This is an important report that will help you make sense of the oil and gas sector--where it's at right now, and where it's most likely heading in the coming year...

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