Craig C,
I've added both Renassance and Crestar Energy to the review list. The stock prices are as of Thursday
except the two additions, and the exchange rate used was rounded to .68.
All of the Canadian companies on the list (CRS, RES, TLM, GOU and GRL)compair very well with US
energy companies.
Do they historically trade at lower multiples of DCFPS, or are there better values in Canada today?
I've been told by Peters and Co. several years ago that the Canadian energy stocks tend to trade at
lower lows at the bottom of the cycle but also at higher highs at the upper end of the cycle than
energy stocks in the states?
TLM has a good looking chart. I bought it at $32.00 last week.
ENJOY.
Q-1 Adj Lev Mkt Growth Inst.
$ Share DCFPS P/CFPS DCFPS Stock $ % Inc Ltd/Cap Cap Alaylst 06/05 Rate Holdings
06/08 1Q (X4) Mult CFPS 03/31 $MM Rating +/- 1Q-1Q 06/06
KCS $1.13 2.82 0.40 8.00 $22.54 1903.27% 195.80% 33 5.0 (1.0) -24.00% -1.20%
MEXP $1.41 1.24 1.13 8.00 $9.92 605.40% 53.00% 18 3 0.0 -24.00% -5.10%
RRC $2.94 2.00 1.47 8.00 $16.00 444.68% 80.48% 115 2.3 0.0 -27.00% -1.7%
WZR $3.00 1.72 1.74 8.00 $13.76 358.67% 68.64% 27 n/a n/a -29.00% 2.50%
EEX $5.06 2.65 1.91 8.00 $21.20 318.77% 55.00% 153 2.3 0.0 -2.00% -6.20%
TMR $5.13 2.35 2.18 8.00 $18.77 266.20% 91.11% 238 2.1 0.0 15.32% -1.90%
BOG $7.88 3.40 2.32 8.00 $27.20 245.40% 80.71% 246 1.5 0.0 8.00% 0.80%
BELW $8.81 3.72 2.37 8.00 $29.76 237.70% 74.27% 125 1.5 0.0 5.00% -2.80%
EPEX $2.03 1.19 1.70 8.00 $9.54 369.81% 14.47% 19 1.3 0.0 -27.00% -4.00%
CRS.TO $15.34 6.09 2.52 8.00 $48.74 217.68% 53.65% 862 1.3 0.1 -7.00% n/a
RES.TO $10.02 3.70 2.71 8.00 $29.59 195.45% 31.45% 1,583 2.4 0.4 5.00% n/a
BNO $2.75 1.00 2.75 8.00 $8.00 190.91% 105.59% 82 n/a n/a -11.80% -1.20%
AXAS $1.34 0.48 2.81 8.00 $3.82 184.32% 94.57% 30 n/a n/a -23.16% -2.70%
CHK $5.31 1.88 2.83 8.00 $15.04 183.11% 125.65% 744 1.7 0.0 2.00% 4.50%
ROIL $6.38 2.20 2.90 8.00 $17.60 176.08% 38.21% 118 1.3 0.3 39.00% 0.40%
MHR $5.00 1.72 2.91 8.00 $13.76 175.20% 81.41% 103 1.5 0.0 15.00% 0.10%
TLM.TO $33.19 11.16 2.97 8.00 $89.28 169.02% 35.59% 4,587 1.2 0.0 41.00% 3.90%
DNR $5.31 1.72 3.09 8.00 $13.76 159.01% 64.41% 243 2.3 0.0 24.00% -1.50%
GRL $8.81 2.84 3.10 8.00 $22.72 157.82% 26.91% 775 1.5 0.5 3.97% 1.10%
GOU.TO $4.63 1.41 3.28 8.00 $11.28 143.89% 60.90% 1,614 1.7 0.0 -12.71% -0.70%
CRK $7.44 2.30 3.23 8.00 $18.40 147.39% 65.00% 195 1.8 0.1 -4.00% -2.20%
TXLI $6.50 2.00 3.25 8.00 $16.00 146.15% 35.69% 82 2.0 0.0 64.00% -0.70%
KP $16.00 4.68 3.42 8.00 $37.44 134.00% 41.29% 195 1.0 0.0 5.29% 7.90%
RGO $5.56 1.52 3.66 8.00 $12.16 118.61% 34.03% 701 1.9 0.0 0.52% -0.90%
POG $18.94 5.00 3.79 8.00 $40.00 111.22% 45.59% 412 1.4 0.0 15.00% -0.70%
BEXP $2.44 0.64 3.81 8.00 $5.12 110.05% 91.54% 32 2.0 0.0 4.00% 10.40%
PXD $13.63 3.36 4.06 8.00 $26.88 97.28% 68.00% 1,326 2.1 0.1 -25.00% -3.40%
BSNX $15.44 3.80 4.06 8.00 $30.40 96.92% 16.00% 322 2.1 0.0 16.00% 4.20%
NEV $20.06 4.92 4.08 8.00 $39.36 96.19% 67.33% 353 1.4 0.0 -5.00% -7.20%
HSE $32.38 7.84 4.13 8.00 $62.72 93.73% 75.00% 516 1.3 0.0 16.00% 5.50%
OEI $14.50 3.39 4.28 8.00 $27.12 87.03% 57.00% 2,491 1.5 0.0 22.00% 3.10%
XTO $20.63 4.60 4.48 8.00 $36.80 78.42% 77.00% 831 1.7 0.0 17.00% -1.80%
VPI $22.19 4.73 4.69 8.00 $37.84 70.54% 52.45% 1,415 1.3 (0.1) 19.00% 2.00%
SFS $12.63 2.68 4.71 8.00 $21.44 69.82% 49.00% 1,993 1.4 0.1 63.00% 0.60%
CWEI $29.25 6.15 4.75 8.00 $49.22 68.27% 33.83% 268 2 0.0 15.50% 0.60%
THX $24.25 5.04 4.81 8.00 $40.32 66.27% 48.00% 652 1.9 0.0 20.00% -0.40%
PLX $15.88 3.23 4.92 8.00 $25.82 62.62% 91.14% 469 1.8 0.2 11.43% -3.00%
PPP $22.75 4.56 4.99 8.00 $36.48 60.35% 57.00% 1,006 2.0 0.1 44.00% 3.50%
MARY $36.00 7.12 5.06 8.00 $56.96 58.22% 6.67% 495 1.2 0.1 76.00% 0.30%
TEXP.O $6.31 1.21 5.23 8.00 $9.66 53.09% 37.07% 254 1.5 0.0 -14.00% -3.70%
KMG $60.69 11.52 5.27 8.00 $92.16 51.86% 59.00% 5,530 2.0 0.1 10.00% 10.40%
APA $56.19 10.59 5.31 8.00 $84.72 50.78% 41.00% 6,695 1.7 0.0 43.00% 3.60%
BR $41.69 7.64 5.46 8.00 $61.12 46.61% 45.00% 9,647 1.6 (0.1) 4.00% 2.70%
SFY $25.63 4.52 5.67 8.00 $36.16 41.11% 40.45% 534 1.8 (0.1) -9.00% 1.00%
EOG $32.19 5.65 5.70 8.00 $45.20 40.43% 45.00% 3,645 1.5 0.0 5.00% -3.40%
COG $22.63 3.96 5.71 8.00 $31.68 40.02% 28.67% 561 1.8 0.0 -6.00% 0.70%
LD $32.00 5.40 5.92 8.00 $43.21 35.04% 53.57% 1,306 1.7 0.1 5.05% 5.70%
ESNJ $3.44 0.58 5.95 8.00 $4.62 34.47% 30.91% 66 1 0.0 n/a 3.40%
FST $15.38 2.50 6.16 8.00 $19.96 29.84% 54.52% 826 1.8 (0.1) -14.00% -3.60%
DVN $59.00 9.23 6.39 8.00 $73.82 25.12% 43.09% 5,086 1.3 (0.1) 113.00% 3.90%
NBL $37.94 5.93 6.40 8.00 $47.44 25.05% 41.00% 2,253 1.9 0.0 -20.00% 1.40%
NFX $40.69 6.00 6.78 8.00 $48.00 17.97% 36.36% 1,743 1.8 (0.1) 16.60% -1.00%
TMBR $21.75 2.92 7.45 8.00 $23.36 7.40% 15.00% 603 1.9 (0.2) 34.00% 3.80%
CRZO $6.00 0.80 7.50 8.00 $6.40 6.67% 43.76% 89 3.0 0.0 51.00% 35.20%
SGY $58.81 7.44 7.90 8.00 $59.52 1.20% 26.39% 1,098 1.4 (0.1) 2.54% 4.30%
BRR $37.63 4.72 7.97 8.00 $37.76 0.36% 50.85% 1,237 1.7 0.1 -28.18% 2.20%
EEE $1.94 0.24 8.07 8.00 $1.92 -0.90% 39.98% 205 n/a n/a 23.00% -2.10%
PQUE $2.69 0.28 9.60 8.00 $2.24 -16.65% 21.61% 65 1.0 0.0 60.00% 9.90%
CPE $15.31 1.53 9.98 8.00 $12.28 -19.82% 44.48% 189 1.3 0.0 -11.98% 7.00%
OIL $33.50 2.77 12.08 8.00 $22.18 -33.79% 44.74% 1,959 1.9 (0.2) -18.83% 11.00%
PENG $41.19 3.20 12.87 8.00 $25.60 -37.83% 0.00% 350 1.8 0.0 27.00% 3.60%
APC $51.06 3.91 13.07 8.00 $31.25 -38.81% 50.00% 6,536 1.6 0.1 2.00% 4.00%
MMR $14.63 0.96 15.29 8.00 $7.65 -47.67% 33.96% 183 2.5 (0.5) -7.45% 0.10%
Average 3.75 5.00 139.48% 53.49% 1,208 1.7 (0.00) 10.03% 1.70% |
