BigBull, there are lots of good E & P companies that are still under valued and are still going up.
Take a look at CRS.TO, ROIL, TLM, KP, POG, OEI and HSE to name a few. Most of these stocks can still
double from here before the cycle is over.
Only one addition, Prize Energy (PRZ), it seems fully priced for a new company.
Q-1 Adj Lev Mkt Growth Inst.
$ Share DCFPS P/CFPS DCFPS Stock $ % Inc Ltd/Cap Cap Alaylst 06/05 Rate Holdings
06/12 1Q (X4) Mult CFPS 03/31 $MM Rating +/- 1Q-1Q 06/06
KCS $1.06 2.82 0.38 8.00 $22.54 2021.11% 195.80% 31 5.0 (1.0) -24.00% -1.20%
MEXP $1.31 1.24 1.06 8.00 $9.92 655.81% 53.00% 17 3 0.0 -24.00% -5.10%
RRC $2.81 2.00 1.41 8.00 $16.00 468.89% 80.48% 110 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 $5.06 2.35 2.16 8.00 $18.77 270.73% 91.11% 235 2.1 0.0 15.32% -1.90%
BOG $7.69 3.40 2.26 8.00 $27.20 253.82% 80.71% 240 1.5 0.0 8.00% 0.80%
BELW $8.88 3.72 2.39 8.00 $29.76 235.32% 74.27% 125 1.5 0.0 5.00% -2.80%
CRS.TO $15.57 6.09 2.56 8.00 $48.74 213.01% 53.65% 875 1.3 0.1 -7.00% n/a
EPEX $3.13 1.19 2.62 8.00 $9.54 205.38% 14.47% 29 1.3 0.0 -27.00% -4.00%
RES.TO $10.17 3.70 2.75 8.00 $29.59 191.10% 31.45% 1,606 2.4 0.4 5.00% n/a
MHR $4.81 1.72 2.80 8.00 $13.76 185.92% 81.41% 99 1.5 0.0 15.00% 0.10%
BNO $2.81 1.00 2.81 8.00 $8.00 184.44% 105.59% 84 n/a n/a -11.80% -1.20%
CHK $5.31 1.88 2.83 8.00 $15.04 183.11% 125.65% 744 1.7 0.0 2.00% 4.50%
AXAS $1.38 0.48 2.88 8.00 $3.82 177.71% 94.57% 31 n/a n/a -23.16% -2.70%
ROIL $6.44 2.20 2.93 8.00 $17.60 173.40% 38.21% 118 1.3 0.3 39.00% 0.40%
TLM.TO $33.88 11.16 3.04 8.00 $89.28 163.56% 35.59% 4,682 1.2 0.0 41.00% 3.90%
GRL $8.81 2.84 3.10 8.00 $22.72 157.82% 26.91% 775 1.5 0.5 3.97% 1.10%
DNR $5.44 1.72 3.16 8.00 $13.76 153.06% 64.41% 249 2.3 0.0 24.00% -1.50%
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%
GOU.TO $4.81 1.41 3.41 8.00 $11.28 134.39% 60.90% 1,680 1.7 0.0 -12.71% -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 $5.75 1.52 3.78 8.00 $12.16 111.48% 34.03% 725 1.9 0.0 0.52% -0.90%
BEXP $2.44 0.64 3.81 8.00 $5.12 110.05% 91.54% 32 2.0 0.0 4.00% 10.40%
POG $19.19 5.00 3.84 8.00 $40.00 108.47% 45.59% 417 1.4 0.0 15.00% -0.70%
HSE $30.88 7.84 3.94 8.00 $62.72 103.14% 75.00% 516 1.3 0.0 16.00% 5.50%
PXD $13.56 3.36 4.04 8.00 $26.88 98.19% 68.00% 1,326 2.1 0.1 -25.00% -3.40%
NEV $20.47 4.92 4.16 8.00 $39.36 92.29% 67.33% 360 1.4 0.0 -5.00% -7.20%
OEI $14.06 3.39 4.15 8.00 $27.12 92.85% 57.00% 2,491 1.5 0.0 22.00% 3.10%
BSNX $16.50 3.80 4.34 8.00 $30.40 84.24% 16.00% 322 2.1 0.0 16.00% 4.20%
XTO $20.50 4.60 4.46 8.00 $36.80 79.51% 77.00% 831 1.7 0.0 17.00% -1.80%
CWEI $27.75 6.15 4.51 8.00 $49.22 77.36% 33.83% 255 2 0.0 15.50% 0.60%
SFS $12.69 2.68 4.73 8.00 $21.44 68.99% 49.00% 1,993 1.4 0.1 63.00% 0.60%
THX $23.88 5.04 4.74 8.00 $40.32 68.88% 48.00% 652 1.9 0.0 20.00% -0.40%
VPI $22.75 4.73 4.81 8.00 $37.84 66.32% 52.45% 1,451 1.3 (0.1) 19.00% 2.00%
PLX $15.75 3.23 4.88 8.00 $25.82 63.91% 91.14% 465 1.8 0.2 11.43% -3.00%
PPP $22.31 4.56 4.89 8.00 $36.48 63.50% 57.00% 1,006 2.0 0.1 44.00% 3.50%
MARY $36.50 7.12 5.13 8.00 $56.96 56.05% 6.67% 502 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%
APA $55.50 10.59 5.24 8.00 $84.72 52.65% 41.00% 6,695 1.7 0.0 43.00% 3.60%
KMG $60.56 11.52 5.26 8.00 $92.16 52.17% 59.00% 5,530 2.0 0.1 10.00% 10.40%
BR $41.50 7.64 5.43 8.00 $61.12 47.28% 45.00% 9,647 1.6 (0.1) 4.00% 2.70%
EOG $31.69 5.65 5.61 8.00 $45.20 42.64% 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%
PRZ $25.69 4.45 5.78 8.00 $35.57 38.46% 67.87% 375 n/a 0.0 n/a 3.40%
LD $31.81 5.40 5.89 8.00 $43.21 35.83% 53.57% 1,298 1.7 0.1 5.05% 5.70%
SFY $26.88 4.52 5.95 8.00 $36.16 34.55% 40.45% 560 1.8 (0.1) -9.00% 1.00%
ESNJ $3.50 0.58 6.06 8.00 $4.62 32.06% 30.91% 67 1 0.0 n/a 3.40%
FST $15.19 2.50 6.09 8.00 $19.96 31.44% 54.52% 816 1.8 (0.1) -14.00% -3.60%
DVN $58.63 9.23 6.35 8.00 $73.82 25.92% 43.09% 5,054 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 $40.19 6.00 6.70 8.00 $48.00 19.44% 36.36% 1,722 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 $6.06 0.80 7.58 8.00 $6.40 5.57% 43.76% 90 3.0 0.0 51.00% 35.20%
BRR $36.19 4.72 7.67 8.00 $37.76 4.35% 50.85% 1,190 1.7 0.1 -28.18% 2.20%
SGY $58.38 7.44 7.85 8.00 $59.52 1.96% 26.39% 1,090 1.4 (0.1) 2.54% 4.30%
EEE $2.06 0.24 8.59 8.00 $1.92 -6.91% 39.98% 219 n/a n/a 23.00% -2.10%
PQUE $2.66 0.28 9.49 8.00 $2.24 -15.67% 21.61% 64 1.0 0.0 60.00% 9.90%
CPE $15.25 1.53 9.94 8.00 $12.28 -19.49% 44.48% 188 1.3 0.0 -11.98% 7.00%
OIL $32.44 2.77 11.70 8.00 $22.18 -31.62% 44.74% 1,897 1.9 (0.2) -18.83% 11.00%
APC $50.69 3.91 12.98 8.00 $31.25 -38.36% 50.00% 6,488 1.6 0.1 2.00% 4.00%
PENG $43.00 3.20 13.44 8.00 $25.60 -40.45% 0.00% 365 1.8 0.0 27.00% 3.60%
MMR $14.25 0.96 14.89 8.00 $7.65 -46.29% 33.96% 178 2.5 (0.5) -7.45% 0.10%
Average 3.76 5.02 137.97% 53.71% 1,196 1.7 (0.00) 10.03% 1.76%
Jim |
